Insurance Client Manager & Renewal Specialist

Trucordia; Sandy (UT); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance and AD&D

FSA / HSA

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia in Sandy, Utah, seeks an Insurance Client Services Specialist to be the primary contact for clients and to manage new and renewal accounts with carrier partners. You will assist with underwriting information and submission materials, maintaining carrier relationships for competitive quotes and solutions.

Role focuses on ensuring renewals and retention through proactive service and effective relationship management, while maintaining accurate AMS360 records and collaborating with

Qualifications

• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and deadlines.
• Detail-oriented with strong organizational skills.
• Familiarity with agency management systems is a plus.

Responsibilities

• Serve as the first point of contact for clients with prompt, professional service.
• Manage placement of new and renewal accounts with carrier partners.
• Gather underwriting information and prepare submission materials.
• Maintain carrier relationships to secure quotes and solutions.
• Ensure renewals and retention through proactive service and accurate records in AMS360.
• Collaborate with Producers and Senior Client Managers to support client needs.

Skills

Strong interpersonal and communication

Multitasking

Detail-oriented

Organizational skills

Education

Active P&C/L&H Insurance License

Tools

AMS360

Job description

Trucordia in Sandy, Utah, seeks an Insurance Client Services Specialist to be the primary contact for clients and to manage new and renewal accounts with carrier partners. You will assist with underwriting information and submission materials, maintaining carrier relationships for competitive quotes and solutions.

Role focuses on ensuring renewals and retention through proactive service and effective relationship management, while maintaining accurate AMS360 records and collaborating with