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Trucordia

Commercial Lines Client Manager

RemoteUnited States only
Published
Role
Operations
Experience
Mid
Employment
Full-time
Salary not disclosed
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Open to US only. Set where you work from to check your eligibility.

No BS summary

Commercial lines client manager with 2+ years in an insurance brokerage and a valid P&C license. Services a book of business, handles renewals, cross-selling, and client consulting. Onsite in Rancho Cucamonga, CA.

What you'll do

  • Servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating.
  • Maintain productive business relations and engage in extensive contact with clients, producers and underwriters.
  • Ensure clients have continuous and proper coverage and advise clients of any change recommendations.
  • Review current policies and provide recommendations regarding placement options.
  • Rounding out and cross selling book of business to reach the company growth goals.
  • Apply knowledge of coverages and forms to research and reconcile discrepancies.
  • Participate in development of new business and retention of renewal business.
  • Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products.
  • Produce business proposals and deliver professional presentations to clients.

What they require

  • Valid state Property & Casualty License
  • 2 years of experience in an insurance brokerage environment
  • Must possess a developing knowledge of commercial insurance markets to place new business and understand the supplemental insurance marketplace.
  • Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow.
  • Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.

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

Trucordia is an insurance brokerage built from successful community businesses across the U.S., offering people, tools and solutions for employees, clients and stakeholders.

🇺🇸 United StatesInsuranceEnterprise
Salary not disclosed