Client Manager – Group Benefits
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Job Description
Client Manager managing group benefits insurance accounts for Trucordia, a nationwide insurance brokerage. Leading renewals, client guidance, onboarding, and complex service resolution.
Responsibilities:
- Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight
- Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing
- Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions
- Oversee onboarding of new accounts, including collection and analysis of underwriting data
- Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently
- Manage endorsements, claims inquiries, audits, and other service items with high attention to detail
- Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities
- Mentor or support more junior account team members as needed
- Stay informed on industry trends, product offerings, and regulatory changes impacting clients
Requirements:
- 3–5 years of experience in insurance account management, preferably in both Property & Casualty and Life & Health lines
- Proven ability to manage a book of business and build long-term client relationships
- Strong understanding of carrier underwriting guidelines and coverage forms
- Excellent communication, negotiation, and problem-solving skills
- Proficient in AMS360 or comparable agency management systems
- Active insurance license(s) in applicable lines (P&C and/or L&H) required
- Detail-oriented with strong time management skills and the ability to work independently
Benefits:
- Medical insurance
- Dental insurance
- Vision insurance
- Life Insurance and AD&D
- FSA / HSA
- Accident insurance
- Critical Illness insurance
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
- Remote work
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