Commercial Lines Account Manager — Client Service & Retention

Trucordia; Sandy (UT); On-site; USD 38,000 - 52,000; 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 in Utah seeks a client services professional to serve as the first point of contact for clients, manage new and renewal accounts with carrier partners, and gather underwriting information.

You will maintain carrier relationships for competitive quotes, support renewals, and collaborate with Producers and Senior Client Managers, ensuring accurate records in AMS360 and efficient service.

Qualifications

• 1–2 years of experience in insurance or customer service.
• Active P&C or L&H insurance license required; state-issued license.
• Familiarity with AMS360 is a plus.

Responsibilities

• Serve as the first point of contact for clients.
• Manage placement of new and renewal accounts with carrier partners.
• Assist with gathering underwriting information and preparing submission materials.
• Maintain carrier relationships to secure competitive quotes and solutions.
• Ensure renewal and retention of accounts; maintain AMS360 records.
• Collaborate with Producers and Senior Client Managers to support client needs; handle policy changes and endorsements.

Skills

Strong interpersonal and communication

Multitasking / prioritization

Detail-oriented

Education

Active P&C Insurance License

Active L&H Insurance License

Tools

AMS360

Job description

Trucordia in Utah seeks a client services professional to serve as the first point of contact for clients, manage new and renewal accounts with carrier partners, and gather underwriting information.

You will maintain carrier relationships for competitive quotes, support renewals, and collaborate with Producers and Senior Client Managers, ensuring accurate records in AMS360 and efficient service.