Client Advocate I, Group Benefits

About the role

Join Trucordia, a next-generation insurance brokerage built on wildly successful businesses across the country. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have over 5,000 team members in 200 offices who genuinely care about our clients, each other, and the quality of our work. We celebrate both individual successes and collective accomplishments, creating a company people want to work for and do business with.

Responsibilities

• Assist Client Managers with processing insurance transactions
• Process 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 any 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, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident, Critical Illness, Hospital Indemnity, and Supplemental Health Insurance
• EAP (Employee Assistance Program)
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia is an equal opportunity employer. Employment decisions are based on merit, qualifications, and abilities without regard to protected characteristics.