Client Advocate

Trucordia•Thibodaux, LA

10d•Onsite

About The Position

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 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.

Requirements

High school diploma or equivalent
Strong attention to detail and organizational skills
Proficiency with Microsoft Excel and other Office applications
Excellent written communication and task follow-through
Interest in the insurance industry and a willingness to learn
Ability to work independently while taking direction from multiple team members

Responsibilities

Assist Account Managers with processing insurance transactions, including: New and renewal policy processing, Endorsements, audits, cancellations, and restatements
Maintain up-to-date and accurate account information in the agency management system (AMS360)
Request and track information from carriers as needed
Collaborate with Client Executives and Client Managers on transactional service needs
Assemble and format client information packets and deliverables
Monitor billing, payments, and reconciliation issues
Analyze data and spreadsheets for internal and client use
Support document management, compliance checks, and reporting processes
Proactively identify and communicate any administrative issues or inconsistencies