Commercial Lines Client Manager - Flexible PTO & Benefits

Trucordia Insurance Services, LLC; Lindon (UT); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Life Insurance and AD&D

Flexible PTO

401K

Pet Insurance

11 Paid Holidays

Job summary

Trucordia Insurance Services, LLC in Lindon, Utah, is seeking a dedicated Client Service representative to handle client inquiries and manage insurance accounts. The role requires strong communication skills and the ability to maintain relationships with carrier partners while ensuring precise record-keeping.

Qualified candidates should have 1-2 years of experience in insurance or customer service, an active state-issued insurance license, and be detail-oriented. This position offers various benefits, including flexible PTO and life insurance.

Qualifications

• Must possess an active state‑issued Insurance license (P&C and/or L&H).
• Strong interpersonal and communication skills required.
• Familiarity with AMS360 or similar systems is preferred.

Responsibilities

• Serve as the first point of contact for clients, providing prompt service.
• Manage the placement of new and renewal accounts with carriers.
• Collaborate with internal teams to support client needs.

Skills

Interpersonal and communication skills

Detail-oriented

Organizational skills

Ability to manage multiple tasks

Education

Active P&C Insurance License or L&H Insurance License

1–2 years of experience in insurance or customer service

Tools

AMS360 agency management system

Job description

Trucordia Insurance Services, LLC in Lindon, Utah, is seeking a dedicated Client Service representative to handle client inquiries and manage insurance accounts. The role requires strong communication skills and the ability to maintain relationships with carrier partners while ensuring precise record-keeping.

Qualified candidates should have 1-2 years of experience in insurance or customer service, an active state-issued insurance license, and be detail-oriented. This position offers various benefits, including flexible PTO and life insurance.