Insurance Client Manager I | Service & Renewals

Trucordia; Bellingham (WA); On-site; USD 31,684 - 35,473; Full time

Benefits offered by this job

Life Insurance

AD&D

FSA/HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking a detail-oriented insurance client service professional in Washington to join our team. You will serve as the first point of contact for clients, manage new and renewal accounts with carrier partners, and gather underwriting information to prepare submissions.

This role emphasizes strong communication, multitasking across P&C and Life & Health lines, and maintenance of AMS360 records to ensure accurate, proactive service and timely renewals.

Qualifications

• 1–2 years of experience in insurance, customer service, or a related field preferred.
• Active P&C Insurance License or L&H Insurance License
• Strong interpersonal and communication skills, both written and verbal.
• Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
• Familiarity with AMS360 or similar agency management systems is a plus.
• Must be detail‑oriented with strong organizational skills.
• Active state‑issued Insurance license (P&C and/or L&H) required.

Responsibilities

• Serve as first point of contact for clients and provide timely service.
• Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines. Assist with gathering underwriting information and preparing submission materials.
• Maintain strong carrier relationships to secure competitive quotes and solutions for clients.
• Ensure the successful renewal and retention of accounts through proactive service and relationship management. Maintain accurate and up-to-date records in the AMS360 agency management system.
• Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

Skills

Customer service

Communication

Multitasking

Detail-oriented

Tools

AMS360

Job description

Trucordia Insurance Services, LLC is seeking a detail-oriented insurance client service professional in Washington to join our team. You will serve as the first point of contact for clients, manage new and renewal accounts with carrier partners, and gather underwriting information to prepare submissions.

This role emphasizes strong communication, multitasking across P&C and Life & Health lines, and maintenance of AMS360 records to ensure accurate, proactive service and timely renewals.