Senior Client Strategy & Relations Lead – Benefits

Trucordia Insurance Services, LLC; Provo (UT); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Flexible PTO

401K

11 Paid Holidays

Job summary

Trucordia Insurance Services, LLC, located in Provo, Utah, seeks a Client Relationship Manager to lead client interactions for complex benefit accounts. You will develop tailored strategies while ensuring revenue growth and account profitability. The ideal candidate has over 7 years in insurance management and is proficient in AMS360.

This position offers a robust benefits package including life insurance, flexible PTO, and 401K. Trucordia emphasizes a non-discriminatory work environment and is committed to equal opportunity for all employees.

Qualifications

• Experience managing complex benefit accounts successfully.
• Strong analytics and business acumen for profitability.
• Proficient in agency management systems like AMS360.

Responsibilities

• Serve as the primary advisor for multi-location accounts.
• Analyze business growth and profitability strategies.
• Provide support to Client Managers and ensure compliance.

Skills

Insurance account management

Life & Health insurance products

Strategic thinking

Communication and negotiation

Relationship management

Education

7+ years of experience

Active insurance licenses (P&C and/or L&H)

Advanced certifications (CIC, CRM, CPCU)

Tools

AMS360

Job description

Trucordia Insurance Services, LLC, located in Provo, Utah, seeks a Client Relationship Manager to lead client interactions for complex benefit accounts. You will develop tailored strategies while ensuring revenue growth and account profitability. The ideal candidate has over 7 years in insurance management and is proficient in AMS360.

This position offers a robust benefits package including life insurance, flexible PTO, and 401K. Trucordia emphasizes a non-discriminatory work environment and is committed to equal opportunity for all employees.