Client Manager III

Trucordia Insurance Services, LLC; Westlake Village (CA); On-site; USD 105,000 - 130,000; 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 California seeks an experienced Senior Insurance Account Manager to lead a portfolio of complex P&C (and life/health) accounts, delivering strategic client service and risk management.

You will mentor teams, drive renewals, carrier negotiations, and program enhancements, while maintaining AMS360 documentation and contributing to a high-growth insurance brokerage that values collaboration and client outcomes.

Qualifications

• 7–10 years of insurance account management experience with a strong P&C track record.
• Experience managing complex, multi-location accounts with minimal supervision.
• Active P&C license; CIC/CRM/CPCU preferred.
• Strong client-facing communication, presentation, and strategic consulting skills.

Responsibilities

• Lead relationship manager for a portfolio of complex, high-revenue P&C or Life & Health accounts.
• Develop and implement 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, advising on risk mitigation and program structure.
• Lead internal servicing teams and coordinate Client Managers, Producers, and support staff for seamless execution.
• Identify opportunities for program enhancements, cross-selling, and coverage optimization.
• Oversee AMS360 documentation for accuracy, compliance, and audit readiness.
• Stay updated on insurance trends, legislative developments, and market conditions.

Skills

Insurance account management

Client relationship management

P&C knowledge

Leadership

AMS360

Tools

AMS360

Job description

• Compensation: USD 105,000 - USD 130,000 - yearly

Company 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

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.

Qualifications

• 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 licenserequired; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred.
• Ability to handle high-pressure situations with poise and a client-first mindset.

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, transfer, 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.