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Trucordia logo
Trucordia

Extraordinary opportunity. Exceptional experience.

Client Manager

Client PartnerSalesOtherRemoteLeadTeam 1,001-5,000Since 1987H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

135 days ago

Salary

0

Seniority

Lead

Bachelor Degree10 yrs expEnglish

Job Description

Client Manager

Trucordia

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines. • Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals. • Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy. • Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure. • Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction. • Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization. • Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit. • Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement. • Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers. • Mentor junior account management staff, providing training, technical guidance, and performance feedback.

Job Requirements

  • Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty and Life & Health.
  • Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision.
  • Strong knowledge of insurance markets, risk management strategies, and advanced policy structures.
  • Proven leadership skills, with experience mentoring or managing support staff or junior team members.
  • Excellent client-facing communication, presentation, and strategic consulting skills.
  • Proficient in AMS360 and other relevant tools and platforms.
  • Active P&C and/or Life & Health licenses required; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred.
  • Ability to handle high-pressure situations with poise and a client-first mindset.

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

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