Client Success Manager – Insurance & Carrier Relations

Trucordia Insurance Services, LLC; Asheboro, Northern (NC, KY); Hybrid; USD 42,000 - 54,000; 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 is seeking an experienced insurance professional in North Carolina to act as the primary client contact and service lead. You will manage new and renewal account placements with carrier partners across P&C and Life & Health lines, gather underwriting information, and prepare submissions.

You will maintain carrier relationships, secure competitive quotes, and ensure renewal retention with meticulous records in AMS360.

Qualifications

• 5+ years of experience in insurance, customer service, or a related field.
• Active P&C Insurance License or L&H Insurance License
• Strong interpersonal and communication skills, both written and verbal.
• Familiarity with AMS360 or similar agency management systems is a plus.

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.

Skills

Customer service

Interpersonal communication

Multitasking

Attention to detail

Organization

Tools

AMS360

Job description

Trucordia Insurance Services, LLC is seeking an experienced insurance professional in North Carolina to act as the primary client contact and service lead. You will manage new and renewal account placements with carrier partners across P&C and Life & Health lines, gather underwriting information, and prepare submissions.

You will maintain carrier relationships, secure competitive quotes, and ensure renewal retention with meticulous records in AMS360.