Licensed Insurance Client Manager - Commercial Lines

The Client Manager supports the middle market Client Executives in a quickly growing culture of collaboration, mentorship and internal mobility. As part of the commercial team, the Client Manager is responsible for client service and internal support consistent with strong insurance industry standards.

Responsibilities include, but are not limited to, the following:

• Assist the Account Executive with the account life cycle consistent with industry standards.
• Manage client documentation:
  • Invoicing
  • Binders
  • Policies, endorsements
  • Certificates of Insurance
  • Surplus Lines Compliance
• Contribute to Client Retention through excellent service and follow through.
• Build and maintain market relationships assisting the Account Executive with marketing activities pre- and post-renewal.
• Prepare written correspondence, reports and analysis as needed and document all correspondence by attaching it in the agency management system (AMS360)
• Work with and assist accounting department on clients' aged receivables and account reconciliation
• Assist team with various presentation preparations, and other projects as assigned.
• May report to either Woodland Hills, CA or Corona, CA offices
• CA P&C Broker License
• Minimum 3-5 years’ insurance industry experience
• Experience using AMS360 preferred
• High School Diploma/GED. Bachelor's’ degree preferred, but not required
• Excellent verbal and written communication skills
• Proficiency in MS Office tools (Word, Outlook, Excel, and PowerPoint)
• Ability to multitask and work in a fast-paced environment.
• Legal work authorization in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

Please see our company Benefits:

• Medical, Dental, Vision 
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Compensation: $80,000-$107,000 commensurate on experience

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.  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.