Client Manager II, Group Benefits

Trucordia Insurance Services, LLC; Layton (UT); On-site; USD 55,000 - 75,000; 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 in Layton, UT is seeking an Insurance Account Manager to serve as the first point of contact for clients during onboarding and ongoing relationship management. You will handle a diverse book of business, coordinating with carriers on life and health products and developing proposals for client approvals.

The role emphasizes open enrollment, contract review, underwriting support, and strong carrier relationships, with Life & Health licenses required and

Qualifications

• 2-5 years of experience in insurance, customer service, or a related field preferred.
• Intermediate understanding of Life & Health insurance concepts.
• Strong interpersonal and communication skills, both written and verbal.
• Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
• Familiarity with Salesforce or similar agency management systems is a plus.
• Must be detail-oriented with strong organizational skills.
• Active Life & Health licenses required; advanced certifications (e.g., CEBS, RHU, REBC) strongly preferred.

Responsibilities

• Serve as the first point of contact for clients, providing prompt and professional service during onboarding and relationship management.
• Manage a diverse book of business with varying account types and carrier relationships.
• Coordinate and facilitate proposals, presentations and client confirmations on plans.
• Review contracts for accuracy and work with carriers to make corrections as needed.
• Assist with gathering underwriting information and preparing submission materials.
• Maintain strong carrier relationships to secure competitive quotes and solutions.
• Ensure renewal and retention of accounts through proactive service and relationship management.
• Lead annual benefit renewal activities including pricing and pre-renewal presentations.
• Coordinate and present at annual open enrollment meetings.
• Process enrollment changes and maintain records in Salesforce/agency systems.
• Collaborate with Producers, Client Managers, and internal stakeholders to support client needs.

Skills

Interpersonal communication

Time management

Salesforce familiarity

Tools

Salesforce

Job description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

• Serve as the first point of contact for clients, providing prompt and professional service during the onboarding of new clients as well as lifelong relationship management and retention.
• Work a somewhat complex book of business with higher life counts and exposure into varying account types: fully-insured, level-funded, self-insured, etc.
• Manage the placement of new and renewal accounts with carrier partners across Life & Health Insurance lines and products.
• Understand account strategy and work to develop proposals, formal presentations and obtain client confirmation on selected plans/products.
• Review contracts for accuracy and work with carriers to make necessary corrections.
• 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.
• Manage annual benefit renewal activities including pricing of benefits programs, coordinating pre-renewal presentation and the renewal action timeline.
• Coordinate and present at annual open enrollment meetings.
• Process enrollment changes for clients.
• Maintain accurate and up-to-date records in the Salesforce/Benefit Point agency management system.
• Collaborate with Producers, Client Managers, Client Executives and other internal stakeholders to support client needs.

Qualifications

• 2-5 years of experience in insurance, customer service, or a related field preferred.
• Intermediate understanding of Life & Health insurance concepts.
• Strong interpersonal and communication skills, both written and verbal.
• Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
• Familiarity with Salesforce or similar agency management systems is a plus.
• Must be detail-oriented with strong organizational skills.
• Active Life & Health licenses required; advanced certifications (e.g., CEBS, RHU, REBC) strongly preferred.

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 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 condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.