Commercial Insurance Client Manager

Trucordia Insurance Services, LLC; West Covina (CA); On-site; USD 46,000 - 53,000; Full time

Benefits offered by this job

Life Insurance

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 a detail-oriented Account Manager to handle day-to-day servicing of a commercial book of business. You will coordinate with carriers, clients, and the sales team to manage renewals and policy changes.

Responsibilities include preparing client proposals, coverage summaries, and certificates of insurance, while ensuring accuracy of binders and invoices. You will also train and supervise junior staff as needed.

Qualifications

• Five or more years of recent Commercial Lines California insurance industry experience (medical focus preferred).
• Possess and maintain a valid California Property and Casualty License.
• Strong understanding of insurance terminology and policy administration.

Responsibilities

• Manage day-to-day servicing of assigned commercial book of business.
• Coordinate with carriers, clients, and sales teams on renewals and policy changes.
• Prepare client proposals, policy summaries, and certificates of insurance.
• Review binders, invoices, and coverage summaries for accuracy.
• Lead or supervise junior staff and train teammates.

Skills

Client servicing

Commercial insurance

Renewals

Policy administration

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Education

California Property and Casualty License

Tools

Microsoft 365

Job description

Trucordia Insurance Services, LLC is seeking a detail-oriented Account Manager to handle day-to-day servicing of a commercial book of business. You will coordinate with carriers, clients, and the sales team to manage renewals and policy changes.

Responsibilities include preparing client proposals, coverage summaries, and certificates of insurance, while ensuring accuracy of binders and invoices. You will also train and supervise junior staff as needed.