Client Relations Manager II — Insurance & Benefits

Trucordia; Layton (UT); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

401K

Flexible PTO

11 Paid Holidays

Pet Insurance

Job summary

Trucordia in Utah seeks an experienced insurance account manager to serve as the first contact for clients, manage onboarding, and sustain long-term relationships for life and health accounts. You will oversee a diverse book of business, coordinate with carrier partners, prepare proposals, review contracts, and support open enrollment while maintaining accurate Salesforce records.

Collaboration with Producers and Client Teams is essential to deliver competitive quotes, accurate pricing, and

Qualifications

• 2-5 years of experience in insurance, customer service, or a related field.
• Intermediate understanding of Life & Health concepts.
• Strong interpersonal and written/verbal communication skills.
• 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; CEBS, RHU, REBC strongly preferred.

Responsibilities

• Serve as the first point of contact for clients, providing prompt and professional service during onboarding and ongoing relationship management.
• Manage a complex book of business with varied account types: fully-insured, level-funded, self-insured, etc.
• Coordinate and place new and renewal accounts with carrier partners in Life & Health lines.
• Develop proposals and presentations, obtain client confirmation on plans/products, and review contracts for accuracy.
• Assist with underwriting information and submission materials; maintain carrier relationships for quotes.
• Ensure renewal and retention of accounts through proactive service and relationship management.
• Coordinate annual benefit renewals, pre-renewal presentations, and renewal timelines; support annual open enrollment meetings.
• Maintain records in Salesforce/Benefit Point; collaborate with Producers, Client Managers, and Client Executives.

Skills

Customer service

Interpersonal skills

Communication

Multi-tasking

Detail-oriented

Education

Active Life & Health licenses

CEBS

RHU

REBC

Tools

Salesforce

Job description

Trucordia in Utah seeks an experienced insurance account manager to serve as the first contact for clients, manage onboarding, and sustain long-term relationships for life and health accounts. You will oversee a diverse book of business, coordinate with carrier partners, prepare proposals, review contracts, and support open enrollment while maintaining accurate Salesforce records.

Collaboration with Producers and Client Teams is essential to deliver competitive quotes, accurate pricing, and