Client Manager III

Trucordia1; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance and AD&D

FSA / HSA

Accident

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia is seeking an experienced client relationship leader to manage a portfolio of complex insurance accounts across Property & Health lines. You will develop comprehensive service strategies, oversee renewals, negotiations, policy audits, and claims advocacy to drive client value.

Lead internal servicing teams, cultivate trusted advisor status with executives, and stay ahead of market trends to inform advisement.

Qualifications

• At least 7–10 years in insurance account management.
• Proven leadership mentoring staff or managing junior team members.
• Strong client-facing communication and strategic consulting skills.
• Active P&C license; CIC/CRM/CPCU certifications preferred.
• Proficient in AMS360 and related tools.

Responsibilities

• Serve as the lead relationship manager for a portfolio of high-revenue accounts across P&C or Life & Health.
• Develop and implement comprehensive account service strategies tailored to each client's industry, risk profile, and business goals.
• Manage renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy.
• Cultivate trusted advisor status with client executives and act as a consultative partner on risk mitigation and program structure.
• Lead internal servicing teams to ensure seamless execution and client satisfaction.
• Anticipate client needs and identify opportunities for cross-selling and program enhancements.
• Oversee the integrity of all account documentation in AMS360 and ensure audit readiness.

Skills

Relationship management

Client advisory

Strategic consulting

Leadership

Negotiation

Communication

Education

P&C license

CIC/CRM/CPCU certifications preferred

Tools

AMS360

MS Office

Job description

Reports To: Client Executive

Duties and Responsibilities:

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
• Develop and implement comprehensive account service strategies tailored to each client's industry, risk profile, and business goals.
• Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy.
• Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure.
• Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction.
• Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization.
• Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit.
• Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement.
• Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers.

Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty.

• Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision. Strong knowledge of insurance markets, risk management strategies, and advanced policy structures.
• Proven leadership skills, with experience mentoring or managing support staff or junior team members.
• Excellent client-facing communication, presentation, and strategic consulting skills.
• Proficient in AMS360 and other relevant tools and platforms preferred.
• Active P&C license required; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred.
• Ability to handle high-pressure situations with poise and a client-first mindset.

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• 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.

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.