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$120k–$140k/yr
Full-time
professional certificate
Medical, Dental, Vision, Life and AD&D Insurance, FSA / HSA, Commuter & Child Care FSA
Posted 29d ago
~40 hrs/week
Responsibilities
Serve as the lead advisor for complex commercial accounts, developing tailored risk management strategies and managing the renewal process. Strategically analyze the book of business to ensure profitability and identify cross-sell opportunities while providing technical guidance to junior team members.
Requirements
Requires 7+ years of experience in insurance account management with a deep understanding of Property & Casualty products. Must hold active P&C licenses, with advanced certifications like CIC, CRM, or CPCU strongly preferred.
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 unrivaled 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
Client Relationship Management & Strategy
Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts.
Develop tailored service plans and risk management strategies in alignment with each client's industry, risk tolerance, and business objectives.
Lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy.
Collaborate closely with producers and practice leaders to present unified service and growth strategies.
Actively manage the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations.
Book Management & Profitability
Strategically analyze assigned book of business to ensure revenue growth and account profitability.
Proactively identify cross-sell opportunities and gaps in coverage; coordinate with internal teams and producers to offer complementary insurance lines.
Monitor carrier performance, pricing trends, and market conditions to inform placement decisions and negotiate optimal terms.
Ensure accurate and timely updates in AMS360 and all related systems for policy changes, notes, and documentation.
Identify underperforming accounts and create action plans to improve margins or address servicing issues.
Operational Excellence
Provide technical support and guidance to Client Managers and junior team members as needed.
Act as a subject matter expert and resource in internal planning sessions, special projects, or escalated client service issues.
Maintain strong knowledge of industry regulations, carrier appetites, and best practices in both P&C and Life & Health lines.
Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations.
Qualifications
7+ years of experience in insurance account management, with a demonstrated focus on complex commercial accounts.
Deep understanding of Property & Casualty insurance products, markets, and strategies.
Proven ability to build and maintain strong relationships with executive-level clients and carrier partners.
Strong strategic thinking, analytical skills, and business acumen with the ability to manage book profitability.
Exceptional communication, negotiation, and presentation skills.
Proficient in AMS360 or comparable agency management systems.
Active insurance licenses in applicable lines (P&C) required.
Advanced industry certifications such as CIC, CRM, CPCU strongly preferred.
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
Compensation: $120,000-$140,000 commensurate on experience
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.
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
How many Customer Service & Support jobs are open in Los Angeles, CA right now?
There are currently 6,299 open customer service & support positions in Los Angeles, CA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Los Angeles, CA?
Companies currently hiring include Domino's, Starbucks, Allied Universal, Keck Medicine of USC, Costco Wholesale, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Los Angeles, CA?
Yes — 468 of the 6299 open customer service & support positions offer remote or hybrid work (198 remote, 270 hybrid).
How do I apply for Customer Service & Support jobs in Los Angeles, CA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.