Client Manager, Parcel Division

About the role

Trucordia offers an unrivaled combination of people, tools, and solutions, delivering exceptional experiences and opportunities for our employees, clients, and stakeholders. As a lead relationship manager, you will oversee a portfolio of complex, high-revenue accounts across Property & Casualty (P&C) or Life & Health lines, acting as a trusted advisor and consultative partner to client executives.

Responsibilities

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
• Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals.
• Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy.
• Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure.
• Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction.
• Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization.
• Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit.
• Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement.
• Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers.
• Mentor junior account management staff, providing training, technical guidance, and performance feedback.

Requirements

• Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty and Life & Health.
• Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision.
• Strong knowledge of insurance markets, risk management strategies, and advanced policy structures.
• Proven leadership skills, with experience mentoring or managing support staff or junior team members.
• Excellent client-facing communication, presentation, and strategic consulting skills.
• Proficient in AMS360 and other relevant tools and platforms.
• Active P&C and/or Life & Health licenses required; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred.
• Ability to handle high-pressure situations with poise and a client-first mindset.

Benefits

• Medical, Dental, Vision
• 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

About Trucordia

Trucordia is built on wildly successful businesses in communities across the country, uniting to create the next great insurance brokerage. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have over 5,000 team members across 200 offices nationwide. Our culture is defined by values of care, collaboration, leadership, results, and celebration—both individual and collective accomplishments.