Client Advocate I, Group Benefits

About the role

Join Trucordia, a rapidly growing insurance brokerage ranked among the fastest-growing companies in the U.S. for three consecutive years. With over 5,000 team members across 200 offices, we deliver exceptional experiences for our employees, clients, and communities. This role supports Client Managers and Executives in processing insurance transactions, maintaining accurate account information, and collaborating on client service needs.

Responsibilities

• Assist Client Managers with processing insurance transactions and enrollment changes
• Maintain up-to-date and accurate account information in the agency management system
• Request and track information from carriers as needed
• Assist with the development of formal Request for Proposals (RFPs)
• Collaborate with Client Executives and Client Managers on transactional service needs
• Assemble and format client information packets and deliverables, including benefits summaries
• Ensure updated client digital files
• Support constructing benefits guides and wrap documents
• Analyze data and spreadsheets for internal and client use
• Support document management, compliance checks, and reporting processes
• Proactively identify and communicate administrative issues or inconsistencies
• Support other special projects and duties as assigned

Requirements

• High school diploma or equivalent
• Strong attention to detail and organizational skills
• Proficiency with Microsoft Excel and other Office applications
• Excellent written communication and task follow-through
• Interest in the insurance industry and a willingness to learn
• Ability to work independently while taking direction from multiple team members

Benefits

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

About Trucordia

Trucordia is built on wildly successful businesses across the country, united to create the next great insurance brokerage. We celebrate both individual successes and collective accomplishments, fostering a culture where employees, clients, and communities thrive. Our values—Care, Collaborate, Lead, Result-Oriented, and Celebrate—guide every interaction and decision, ensuring we deliver unrivaled service and opportunities.