Insurance Client Services Associate

Trucordia Insurance Services, LLC; Bellingham (WA); Hybrid; USD 32,000 - 35,000; Full time

Benefits offered by this job

Life Insurance

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 Insurance Services, LLC in Washington state is seeking a client service professional to act as the first point of contact for clients, gather underwriting information, and manage accounts with carrier partners across P&C and Life & Health lines.

The role emphasizes timely service, accurate records in AMS360, and close collaboration with Producers and Senior Client Managers to support client needs.

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
• Familiarity with AMS360 or similar agency management systems is a plus.
• Must be detail-oriented with strong organizational skills.

Responsibilities

• Serve as the first point of contact for clients, providing prompt and professional 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

Interpersonal skills

Multitasking

Detail-oriented

Communication skills

Time management

Tools

AMS360

Job description

Trucordia Insurance Services, LLC in Washington state is seeking a client service professional to act as the first point of contact for clients, gather underwriting information, and manage accounts with carrier partners across P&C and Life & Health lines.

The role emphasizes timely service, accurate records in AMS360, and close collaboration with Producers and Senior Client Managers to support client needs.