Insurance Client Success Manager

Trucordia Insurance Services, LLC; Bellingham (MA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K

11 Paid Holidays

Flexible PTO

Life Insurance

FSA / HSA

Pet Insurance

Job summary

Trucordia Insurance Services, LLC in Massachusetts seeks an organized Client Service Representative to support agency clients across P&C and Life & Health lines. You will handle new business submissions, policy changes, endorsements, and renewals with accuracy and promptness.

The role requires 1–2 years in insurance or customer service, active P&C or Life & Health license, and solid communication skills. AMS360 experience is a plus, along with a meticulous, deadline-driven work approach.

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.
• 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 the first point of contact for clients, providing prompt and professional service.
• Manage placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
• Maintain strong carrier relationships to secure quotes and solutions for clients.
• Ensure renewal and retention of accounts through proactive service and relationship management.
• Collaborate with Producers and Senior Client Managers to support client needs; handle policy changes and endorsements efficiently.

Skills

Customer service

Multi-tasking

Communication

Detail-oriented

AMS360 familiarity

Tools

AMS360

Job description

Trucordia Insurance Services, LLC in Massachusetts seeks an organized Client Service Representative to support agency clients across P&C and Life & Health lines. You will handle new business submissions, policy changes, endorsements, and renewals with accuracy and promptness.

The role requires 1–2 years in insurance or customer service, active P&C or Life & Health license, and solid communication skills. AMS360 experience is a plus, along with a meticulous, deadline-driven work approach.