Group Benefits Client Manager — Open Enrollment & Retention

Trucordia Insurance Services, LLC; Layton (UT); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Life Insurance

FSA/HSA

Critical Illness

Hospital Indemnity

401K

11 Paid Holidays

Flexible PTO

Pet Insurance

Job summary

Trucordia Insurance Services, LLC is seeking an experienced account manager to serve as the first point of contact for clients, onboarding new accounts and maintaining lifelong relationships. You will manage a diverse book of business across Life & Health lines, coordinate renewals, and develop proposals with carrier partners.

You will review contracts, gather underwriting information, and maintain detailed records in Salesforce, collaborating with Producers and Client Executives to meet client

Qualifications

• 2–5 years of experience in insurance, customer service or related field.
• Intermediate understanding of Life & Health insurance concepts.
• Strong interpersonal and communication skills, both written and verbal.
• 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 during onboarding and ongoing relationship management.
• Manage a complex book of business with various account types: fully-insured, level-funded, self-insured.
• Place new and renewal accounts with carrier partners across Life & Health lines.
• Develop proposals and presentations and obtain client confirmation on plans.
• Review contracts with carriers and gather underwriting information.
• Maintain carrier relationships to secure competitive quotes and solutions.
• Ensure renewal and retention of accounts through proactive service.
• Coordinate and present at annual enrollment meetings and manage enrollment changes.
• Maintain records in Salesforce/Benefit Point and collaborate with internal stakeholders.

Skills

Insurance knowledge

Client relationship management

Communication skills

Multi-tasking

Salesforce familiarity

Detail oriented

Life & Health licenses

Education

Life & Health licenses

Advanced certifications (CEBS/RHU/REBC)

Tools

Salesforce

Job description

Trucordia Insurance Services, LLC is seeking an experienced account manager to serve as the first point of contact for clients, onboarding new accounts and maintaining lifelong relationships. You will manage a diverse book of business across Life & Health lines, coordinate renewals, and develop proposals with carrier partners.

You will review contracts, gather underwriting information, and maintain detailed records in Salesforce, collaborating with Producers and Client Executives to meet client