Client Manager I - Commercial Lines

Trucordia Insurance Services, LLC; Sandy (UT); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is hiring for a Client Service Representative in Sandy, Utah. The role involves serving as a key point of contact for clients, managing renewals and new accounts, and collaborating closely with internal teams. Qualifications include an active insurance license (P&C or L&H) and effective organizational and communication skills. The position offers a range of benefits including flexible PTO, paid holidays, and life insurance.

Qualifications

• 1–2 years of experience in insurance, customer service, or related field.
• Active state-issued Insurance license (P&C and/or L&H) required.
• Must be detail-oriented with strong organizational skills.

Responsibilities

• Serve as the first point of contact for clients, providing prompt and professional service.
• Manage the placement of new and renewal accounts with carrier partners.
• Collaborate with Producers and Senior Client Managers to support client needs.

Skills

Interpersonal skills

Communication skills

Organizational skills

Multi-task management

Education

Active P&C Insurance License or L&H Insurance License

1–2 years of experience in insurance or customer service

Tools

AMS360

Job description

Job Description

Duties and Responsibilities:

• Serve as the first point of contact for clients, providing prompt and professional service.
• Manage the placement of new and renewal accounts with carrier partners.
• Assist with gathering underwriting information and preparing submission materials.
• Maintain strong carrier relationships to secure competitive quotes and solutions for clients.
• Ensure the successful renewal and retention of accounts through proactive service and relationship management. Maintain accurate and up-to-date records in the AMS360 agency management system.
• Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

Qualifications

• 1–2 years of experience in insurance, customer service, or a related field preferred.
• Active P&C Insurance License or L&H Insurance License.
• Strong interpersonal and communication skills, both written and verbal.
• Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
• Familiarity with AMS360 or similar agency management systems is a plus.
• Must be detail-oriented with strong organizational skills.
• Active state‑issued Insurance license (P&C and/or L&H) required.

Additional Information

Please see our company Benefits:

• Life Insurance and AD&D
• FSA / HSA
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other characteristic protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.