Group Benefits Client Manager: Build Lasting Partnerships

Trucordia Insurance Services, LLC; Layton, Northern (UT, KY); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

Employee Assistance Program (EAP)

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia is seeking an insurance broker client services professional to onboard new clients and manage lifelong relationships. You will handle a diverse book of Life & Health accounts and coordinate renewals and proposals.

You will work with carriers, prepare submissions, review contracts, and maintain Salesforce/Benefit Point records while collaborating with Producers and Client Managers to meet client needs.

Qualifications

• 2-5 years of experience in insurance, customer service, or a related field preferred.
• Intermediate understanding of Life & Health insurance concepts.
• Strong interpersonal and communication skills, both written and verbal.
• Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
• Familiarity with Salesforce or similar agency management systems is a plus.
• Must be detail-oriented with strong organizational skills.
• Active Life & Health licenses required; advanced certifications strongly preferred.

Responsibilities

• Serve as the first point of contact for clients, providing prompt and professional service during onboarding and ongoing relationship management.
• Manage a complex book of business with various account types: fully-insured, level-funded, self-insured, etc.
• Coordinate and manage placement of new and renewal accounts with carrier partners across Life & Health lines.
• Develop proposals and presentations and obtain client confirmation on plans/products.
• Review contracts for accuracy and coordinate with carriers for corrections.
• Assist with underwriting information and preparation of submission materials.
• Maintain carrier relationships to secure competitive quotes and solutions.
• Support renewal and retention through proactive service and relationship management.
• Coordinate annual open enrollment meetings and process enrollment changes.
• Maintain records in Salesforce/Benefit Point and collaborate with internal teams.

Skills

Insurance concepts

Communication

Multitasking

Detail orientation

Tools

Salesforce

Job description

Trucordia is seeking an insurance broker client services professional to onboard new clients and manage lifelong relationships. You will handle a diverse book of Life & Health accounts and coordinate renewals and proposals.

You will work with carriers, prepare submissions, review contracts, and maintain Salesforce/Benefit Point records while collaborating with Producers and Client Managers to meet client needs.