Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Skills: Account Management, Life & Health Insurance, Self Funding, Client Relationship Management, Underwriting Analysis
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Skills: Account Management, Life & Health Insurance, Self Funding, Client Relationship Management, Underwriting Analysis
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Skills: Crop Insurance, MPCI, Revenue Growth, Business Development, Cross-selling
Rancho Cucamonga, California, United States · Hybrid
$60k–$85k/yr
Mid level$5.5B raised
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Rancho Cucamonga, California, United States · Hybrid
$60k–$85k/yr
Mid level$5.5B raised
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
San Francisco, California, United States · Remote OK
Senior$5.5B raised
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Skills: Insurance Sales, Cold Calling, Prospect Presentations, Book of Business Management, Analytics
San Francisco, California, United States · Remote OK
Senior$5.5B raised
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Shasta Lake, California, United States · Remote OK
Senior$5.5B raised
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Skills: Insurance Sales, Cold Calling, Prospect Presentations, Book of Business Management, Analytics
Shasta Lake, California, United States · Remote OK
Senior$5.5B raised
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Truco…
Skills: Insurance Sales, Cold Calling, Prospect Presentations, Book of Business Management, Analytics
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$80k–$120k/yr
Full-time
Medical, Dental, Vision, Life Insurance, AD&D, FSA
Posted 3d ago
~40 hrs/week
Responsibilities
Serve as the primary contact for a book of clients, managing renewals, remarketing, and consultative guidance on coverage. Oversee new account onboarding and resolve complex client issues while maintaining accurate records in Salesforce.
Requirements
Requires 3-5 years of insurance account management experience, preferably in Life & Health lines, and an active L&H license. Proficiency in Salesforce and a strong understanding of carrier underwriting guidelines are essential.
Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.
Job Description
Reports To: Client Service Team Leader
Duties and 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 Salesforce 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.
Qualifications
3–5 years of experience in insurance account management, preferably in Life & Health lines.
Preferred: Experience with Self Funding
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 Salesforce or comparable agency management systems.
Active insurance license(s) in applicable lines (L&H) required.
Detail-oriented with strong time management skills and the ability to work independently.
Additional Information
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.
Department Name: Customer Service
Office Type: Hybrid
Compensation: USD 80000 - USD 120000 - yearly
Related keywords
Group BenefitsInsurance BrokerageLife & HealthSelf FundingUnderwritingSalesforceL&H LicenseRemarketingClient ServicingAccount Management
A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia offers a broad array of commercial and personal lines, life and health, employee benefits, and workers’ compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurance's 2024 Top 100 Brokers and #13 on Insurance Journal's 2024 Top Property/Casualty Agencies.
Offices: 2745 W 600 N, Lindon, Utah 84042, US · 6200 Canoga Ave., Suite 325, Woodland Hills, CA 91367, US · 303 W. Madison St., Suite 1105, Chicago, IL 60606, US · 5470 Reno Corporate Dr., Reno, NV 89511, US · 735 Sunrise Avenue, Suite 212, Roseville, CA 95661, US
A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia offers a broad array of commercial and personal lines, life and health, employee benefits, and workers’ compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurance's 2024 Top 100 Brokers and #13 on Insurance Journal's 2024 Top Property/Casualty Agencies.
Offices: 2745 W 600 N, Lindon, Utah 84042, US · 6200 Canoga Ave., Suite 325, Woodland Hills, CA 91367, US · 303 W. Madison St., Suite 1105, Chicago, IL 60606, US · 5470 Reno Corporate Dr., Reno, NV 89511, US · 735 Sunrise Avenue, Suite 212, Roseville, CA 95661, US