Senior Account Manager

Trucordia; New York (NY); On-site; USD 80,000 - 150,000; Full time

Job summary

Trucordia seeks a Commercial Lines Senior Account Manager to drive production and customer success in the insurance brokerage sector. The role involves managing a diverse book of commercial accounts, ensuring client satisfaction, and developing new business opportunities. Ideal candidates will have extensive experience in the New York real estate market and strong interpersonal skills.

Benefits

Medical, dental, vision insurance

Flexible PTO

401K

Commuter and child care FSA

Pet insurance

Qualifications

• 8-10 years of experience servicing commercial accounts.
• Active P&C broker’s license required.
• Knowledge of New York real estate market.

Responsibilities

• Manage the account lifecycle: pre-renewal, renewal, post-renewal.
• Build strategic relationships with key decision-makers.
• Ensure client satisfaction through collaboration.

Skills

Interpersonal skills

Communication skills

Multitasking

Education

College degree

Tools

Microsoft Office

Adobe Acrobat

Agency Management Systems (AMS360)

Job description

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Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices nationwide, who actively, genuinely care about our clients, each other, and the quality of our work. In every interaction, we represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other, and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy, and a future-focused attitude of “what’s next”.
• We are RESULT-ORIENTED, growth-focused, and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

Trucordia is looking for a Commercial Lines Senior Account Manager responsible for growing our business—driving production and customer success outcomes including retention and relationship expansion.

The Senior Account Manager will provide excellent customer service by ensuring all client needs are met while engaging in cross-selling, account rounding, and developing new business. They will build relationships to understand client and prospect needs and provide solutions that effectively protect their risks. This role involves managing, retaining, and growing a diverse book of commercial lines accounts, including middle market accounts such as real estate, construction, GCs and Trade Contractors, manufacturers, tech companies, professional lines, and other classes of business.

Responsibilities

• Manage the account lifecycle: pre-renewal, renewal, post-renewal, stewardship, and client visits if needed.
• Respond promptly to prospects and manage new client onboarding.
• Evaluate marketing results and develop recommendations for clients.
• Coordinate with teams to prepare risk management and insurance programs that balance competitive pricing with client interests.
• Assist in onboarding new clients and policies.
• Ensure client satisfaction through collaboration with team members.
• Understand clients' business and strategic priorities.
• Analyze client needs and deliver practical solutions.
• Build strategic relationships with key decision-makers.
• Prepare presentations and proposals, including loss summaries and coverage comparisons.
• Participate in RFP processes and final presentations.
• Ensure compliance with regulatory guidelines.

Qualifications

• 8-10 years of experience servicing commercial accounts.
• At least 5 years of experience with the New York real estate market.
• Knowledge of the five boroughs of New York City.
• Developing knowledge of commercial insurance markets, especially in NY real estate and construction.
• Ability to multitask and adapt to changing environments.
• Excellent interpersonal, verbal, and written communication skills.
• Proficiency in Microsoft Office, Adobe Acrobat, and Agency Management Systems (AMS360 preferred).
• Active P&C broker’s license.
• College degree preferred.

Additional Information

Benefits include medical, dental, vision, life and AD&D insurance, FSA/HSA, commuter and child care FSA, cancer support, pet insurance, accident and critical illness coverage, hospital indemnity, EAP, paid holidays, flexible PTO, and 401K.

Compensation ranges from $80,000 to $150,000, based on experience and qualifications.

Trucordia is an equal opportunity employer committed to a discrimination-free environment. We do not accept unsolicited resumes from recruitment agencies without a signed agreement.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Other
• Industry: Insurance