Account Manager, Commercial Lines

About the role

Trucordia is a rapidly growing insurance brokerage built on successful businesses across the country, offering an unrivaled combination of people, tools, and solutions. We deliver exceptional experiences for employees, clients, and stakeholders, celebrating both individual and collective accomplishments. With over 5,000 team members in 200 offices nationwide, we foster a culture of care, collaboration, and results-driven performance.

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.
• 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.

Requirements

• 1–2 years of experience in insurance, customer service, or a related field preferred.
• Active P&C Insurance License or L&H Insurance License required.
• 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.
• Detail-oriented with strong organizational skills.

Benefits

• Medical, Dental, and Vision insurance
• Life Insurance and AD&D
• FSA / HSA
• Accident, Critical Illness, and Hospital Indemnity insurance
• Supplemental Health Insurance
• EAP (Employee Assistance Program)
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Reports to: Client Service Team Leader