[Hiring] Client Manager- Group Benefits @Trucordia

Role Description

Reports To: Client Service Team Leader

• Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight.
• Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing.
• Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions.
• Oversee onboarding of new accounts, including collection and analysis of underwriting data.
• Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently.
• Manage endorsements, claims inquiries, audits, and other service items with high attention to detail.
• Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities.
• Mentor or support more junior account team members as needed.
• Stay informed on industry trends, product offerings, and regulatory changes impacting clients.

Qualifications

• 3–5 years of experience in insurance account management, preferably in both Property & Casualty and Life & Health lines.
• Proven ability to manage a book of business and build long-term client relationships.
• Strong understanding of carrier underwriting guidelines and coverage forms.
• Excellent communication, negotiation, and problem-solving skills.
• Proficient in AMS360 or comparable agency management systems.
• Active insurance license(s) in applicable lines (P&C and/or L&H) required.
• Detail-oriented with strong time management skills and the ability to work independently.

Benefits

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K