Junior Client Manager, Insurance Services

Trucordia; Bellingham (MA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance and AD&D

FSA / HSA

401K

11 Paid Holidays

Flexible PTO

Pet Insurance

Job summary

Trucordia Insurance Services, LLC is seeking a client service professional to support accounts across P&C and Life & Health lines in a fast-paced environment in Massachusetts. The role focuses on service delivery, policy maintenance, and carrier coordination.

You will manage submissions, maintain carrier relationships, and ensure timely renewals while collaborating with Producers and Senior Client Managers to meet client needs.

Qualifications

• 1–2 years of experience in insurance, customer service, or a related field.
• 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 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

Communication skills

Multi-tasking

Detail oriented

AMS360 familiarity

Tools

AMS360

Job description

Trucordia Insurance Services, LLC is seeking a client service professional to support accounts across P&C and Life & Health lines in a fast-paced environment in Massachusetts. The role focuses on service delivery, policy maintenance, and carrier coordination.

You will manage submissions, maintain carrier relationships, and ensure timely renewals while collaborating with Producers and Senior Client Managers to meet client needs.