Client Services Manager - Insurance Solutions

Trucordia; Littleton (CO); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K

Flexible PTO

11 Paid Holidays

Job summary

Trucordia in Littleton, Colorado, is looking for a dedicated Client Service Associate. This role involves serving as the first point of contact for clients and managing new and renewal accounts with insurance carriers.

The ideal candidate will possess a P&C or L&H Insurance License and have proven customer service skills. Trucordia offers a comprehensive benefits package including medical, dental, and retirement plans.

Qualifications

• 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.

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.
• Maintain strong carrier relationships to secure competitive quotes and solutions.
• Ensure the successful renewal and retention of accounts through proactive service.

Skills

Customer service experience

Communication skills

Time management

Attention to detail

Education

Active P&C or L&H Insurance License

1-2 years of experience in insurance

Tools

AMS360 agency management system

Job description

Trucordia in Littleton, Colorado, is looking for a dedicated Client Service Associate. This role involves serving as the first point of contact for clients and managing new and renewal accounts with insurance carriers.

The ideal candidate will possess a P&C or L&H Insurance License and have proven customer service skills. Trucordia offers a comprehensive benefits package including medical, dental, and retirement plans.