Client Manager, Personal Lines

Trucordia1; Asheboro (NC); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K

Flexible PTO

FSA / HSA

Pet Insurance

EAP

Job summary

Trucordia Insurance Services, LLC is seeking a detail-oriented client services professional to act as the first point of contact for clients. The role involves placing new and renewal accounts with carrier partners across P&C and Life & Health, gathering underwriting information, and preparing submissions.

You will maintain strong carrier relationships to secure quotes and support renewal and retention, while ensuring accurate records in AMS360 and coordinating with Producers and Senior Client

Qualifications

• 1-2 years of experience in insurance, customer service, or related field.
• Active P&C or Life & Health license
• Strong written and verbal communication skills
• Ability to manage multiple tasks in a deadline-driven environment
• Familiarity with AMS360 or similar agency management systems is a plus

Responsibilities

• Serve as first point of contact for clients and provide prompt, professional service.
• Manage placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
• Assist with gathering underwriting information and preparing submission materials.
• Maintain carrier relationships to secure competitive quotes and solutions.
• Ensure renewal and retention of accounts; maintain records in AMS360.
• Collaborate with Producers and Senior Client Managers to handle policy changes and routine service items.

Skills

Insurance knowledge

Customer service

Communication

Multitasking

AMS360 knowledge

Tools

AMS360

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 across P&C and Life & Health lines. 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.

Reports To: Client Service Team Leader

Requirements

• 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.

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 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 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.