Reports To: Client Service Team Leader
Duties and Responsibilities:
- 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.
- 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.
Please see our company 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 Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
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.