Commercial Lines Account Manager - Client Focus & Renewals

Trucordia Insurance Services, LLC

Sandy (UT)

On-site

USD 45,000 - 60,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

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 in Sandy, Utah, is seeking a detail-oriented client service professional to be the first point of contact for clients and to manage new and renewal accounts with carrier partners. You will gather underwriting information and prepare submission materials, while maintaining strong carrier relationships for competitive quotes.

You will also support policy changes and endorsements, ensure accurate AMS360 records, and collaborate with Producers and Senior Client

Qualifications

1–2 years of experience in insurance, customer service, or a related field preferred.
Active state-issued Insurance license (P&C and/or L&H) required.
Familiarity with AMS360 or similar agency management systems is a plus.
Must be detail-oriented with strong organizational skills.

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.
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, and 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.