Client Manager I

Job Description

Serves as the first point of contact for clients, providing prompt and professional service.

• Manages the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
• Aids in gathering underwriting information and preparing submission materials.
• Maintains strong carrier relationships to secure competitive quotes and solutions for clients.
• Ensures the successful renewal and retention of accounts through proactive service and relationship management.
• Maintains accurate and up-to-date records in the AMS360 agency management system.
• Collaborates with Producers, Senior Client Managers, and other internal stakeholders to support client needs.
• Handles policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

Qualifications

• 1–2 years of experience in insurance, customer service, or a related field preferred.
• Active P&C Insurance License or L&H Insurance License.
• 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.
• Must be detail-oriented with strong organizational skills.
• Active state-issued Insurance license (P&C and/or L&H) required.

Additional Information

Benefits: Medical, Dental, Vision, Life Insurance and AD&DFSA / HSA, Accident, Critical Illness, Hospital Indemnity, Supplemental Health Insurance, EAP, Pet Insurance

11 Paid Holidays, Flexible PTO, 401K

Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.