Client Success Manager – Insurance & Renewals

SmartRecruiters, Inc.; Asheboro, Northern (NC, KY); Hybrid; USD 42,000 - 66,000; 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 is seeking an experienced Insurance Account Manager to serve as the first point of contact for clients and manage both new and renewal accounts across P&C and Life & Health lines. You will gather underwriting information, maintain carrier relationships, and ensure accurate records in AMS360.

Qualified candidates have 5+ years in insurance or related fields, hold P&C and/or L&H licenses, and demonstrate strong communication, multitasking, and organizational skills.

Qualifications

• 5+ years of experience in insurance, customer service, or related field.
• Active P&C and/or L&H insurance licenses required.
• Strong interpersonal and communication skills.
• Ability to manage multiple tasks in a deadline-driven environment.
• Familiarity with AMS360 or similar agency management systems.
• Detail-oriented with strong organizational skills.
• Active state-issued insurance license (P&C and/or L&H) required.

Responsibilities

• Serve as the first point of contact for clients, providing prompt and 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 strong carrier relationships to secure competitive quotes and solutions for clients.
• Ensure 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

P&C License

L&H License

Communication skills

Multitasking

Detail-oriented

Organizational skills

AMS360 familiarity

Tools

AMS360

Job description

Trucordia is seeking an experienced Insurance Account Manager to serve as the first point of contact for clients and manage both new and renewal accounts across P&C and Life & Health lines. You will gather underwriting information, maintain carrier relationships, and ensure accurate records in AMS360.

Qualified candidates have 5+ years in insurance or related fields, hold P&C and/or L&H licenses, and demonstrate strong communication, multitasking, and organizational skills.