Group Benefits Client Manager | Renewals & Strategy

Trucordia; Tigard (OR); On-site; USD 80,000 - 120,000; 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 is seeking an experienced insurance account manager to serve as the primary contact for clients, managing their insurance needs with minimal oversight. You will lead the renewal process and provide consultative guidance on coverage and policy structures.

The ideal candidate will have 3-5 years of experience in insurance management, a strong understanding of underwriting guidelines, and be proficient in Salesforce. This position offers a competitive salary and comprehensive benefits.

Qualifications

• 3–5 years of experience in insurance account management, preferably in Life & Health lines.
• Active insurance license(s) in applicable lines (L&H) required.
• Detail-oriented with strong time-management skills.

Responsibilities

• Serve as the primary contact for a designated book of clients.
• Lead the renewal and remarketing process with carriers.
• Troubleshoot complex client issues with underwriters.

Skills

Client relationship management

Insurance underwriting knowledge

Salesforce proficiency

Communication skills

Problem-solving skills

Tools

Salesforce

Job description

Trucordia is seeking an experienced insurance account manager to serve as the primary contact for clients, managing their insurance needs with minimal oversight. You will lead the renewal process and provide consultative guidance on coverage and policy structures.

The ideal candidate will have 3-5 years of experience in insurance management, a strong understanding of underwriting guidelines, and be proficient in Salesforce. This position offers a competitive salary and comprehensive benefits.