Strategic Insurance Client Partner

Trucordia; Northbrook (IL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance & AD&D

FSA / HSA

11 Paid Holidays

Flexible PTO

401K

Pet Insurance

Job summary

Trucordia in Northbrook, IL is seeking an experienced Insurance Account Manager to become the day-to-day contact for a designated book of clients. You will renew, remarket, and advise on coverage, pricing, and policy structure while coordinating onboarding and data collection.

The role requires strong communication and negotiation skills, AMS360 proficiency, and an active P&C and/or L&H license. Join a growing team offering comprehensive benefits and a collaborative culture.

Qualifications

• 3–5 years of insurance account management experience.
• Active licenses in P&C and/or L&H required.
• Excellent communication and negotiation skills.
• Proficiency with AMS360 or similar agency management system.

Responsibilities

• Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight.
• Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. Oversee onboarding of new accounts, including collection and analysis of underwriting data.
• Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently. Manage endorsements, claims inquiries, audits, and other service items with high attention to detail.
• Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities.
• Mentor or support more junior account team members as needed.
• Stay informed on industry trends, product offerings, and regulatory changes impacting clients.

Skills

Account management

Client relations

Communication

Negotiation

Time management

Problem-solving

Education

Bachelor's degree in related field

Tools

AMS360

Microsoft Office

Job description

Trucordia in Northbrook, IL is seeking an experienced Insurance Account Manager to become the day-to-day contact for a designated book of clients. You will renew, remarket, and advise on coverage, pricing, and policy structure while coordinating onboarding and data collection.

The role requires strong communication and negotiation skills, AMS360 proficiency, and an active P&C and/or L&H license. Join a growing team offering comprehensive benefits and a collaborative culture.