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 Account Management, Client Relationship Management, Policy Endorsements, Coverage Analysis, Microsoft Office Suite
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: Insurance Sales, Cold Calling, Prospect Presentations, Book of Business Management, Analytics
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
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: Cold Calling, Prospect Presentations, Book of Business Management, Salesforce, Microsoft Suite
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…
Springfield, Massachusetts, United States · Hybrid
$80k–$250k/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…
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
Philadelphia, Pennsylvania, United States · Hybrid
Mid level$5.5B raised
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Philadelphia, Pennsylvania, United States · Hybrid
Mid level$5.5B raised
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Cherry Hill Township, New Jersey, United States · Hybrid
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…
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Full-time
Medical, Dental, Vision, Life and AD&D Insurance, FSA / HSA, Commuter & Child Care FSA
Posted 63d ago
~40 hrs/week
Responsibilities
Acts as a liaison between clients and carriers to manage group benefits policies and secure renewals. Responsible for handling endorsements, advising clients on coverage options, and servicing an existing book of business.
Requirements
Requires at least 5 years of experience in insurance account management and a valid State Life and Health License. Candidates must be proficient in Microsoft Office and possess strong interpersonal and communication skills.
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
As a Group Benefits Client Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our individual policy customers. The Group Benefits Client Manager will play a crucial role in the insurance industry, acting as a liaison between the Client and the Carrier.
Duties and Responsibilities:
Partner with producers to bind and secure renewals and new business.
Handle client requests for endorsements to policies, certificates of insurance, and high-level general questions.
Regular interaction with clients both on the phone and via email.
Handle all servicing aspects of an existing book of business as well as market new business.
Advise and assist clients by explaining coverage options / exclusions; making coverage recommendations; requesting policy changes and assisting with the needs of the client.
Qualifications
5+ years of experience in insurance account management
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.
Experience with Microsoft suite products and aptitude for benefits technology
State Life and Health License required
Additional Information
Please see our company 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
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
Related keywords
Group BenefitsInsurance BrokerageLife and Health LicenseAccount ManagementPolicy RenewalsCertificates of InsuranceClient ServicingBenefits TechnologyEndorsementsRisk 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