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Client Manager - Remote

Posted 2 days ago
Sales / Business
Full Time
USA

Overview

The Client Manager serves as the first point of contact for clients, ensuring prompt and professional service while managing new and renewal accounts with carrier partners.

In Short

  • First point of contact for clients.
  • Manage placement of new and renewal accounts.
  • Maintain strong carrier relationships.
  • Ensure successful renewal and retention of accounts.
  • Collaborate with internal stakeholders.

Requirements

  • 1–2 years of experience in insurance or customer service.
  • Basic understanding of insurance concepts.
  • Strong interpersonal and communication skills.
  • Ability to manage multiple tasks in a deadline-driven environment.
  • Familiarity with AMS360 is a plus.
  • Detail-oriented with strong organizational skills.
  • Active insurance license required.

Benefits

  • Medical, Dental, Vision coverage.
  • Life and AD&D insurance.
  • Flexible spending accounts (FSA/HSA).
  • Child Care FSA.
  • Cancer Support Benefits.
  • Pet Insurance.
  • 401K plan.
  • Flexible PTO and 11 paid holidays.
Trucordia logo

Trucordia

Trucordia is an innovative insurance brokerage that has emerged from a collection of successful businesses across the United States. With a commitment to delivering exceptional experiences and opportunities, Trucordia has rapidly grown to become one of the fastest-growing companies in the U.S., boasting over 5,000 team members in 200 offices nationwide. The company values a culture of care, collaboration, leadership, results-orientation, and celebration of achievements, ensuring that both individual and collective successes are recognized. Trucordia focuses on building strong relationships with clients, providing tailored insurance solutions, and making a positive impact in the communities it serves.

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