Note: The job is a remote job and is open to candidates in USA. Trucordia is a rapidly growing insurance brokerage with a commitment to exceptional customer service. As a Commercial Lines Client Manager, you will assist clients in understanding their commercial line service needs and ensure they have the proper coverage while maintaining productive relationships with clients and underwriters.
Responsibilities
- Responsible for 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
Skills
- 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
Company Overview