Client Manager - Commercial Lines Middle Market

Trucordia•San Mateo, CA

44d•$90,000 - $120,000

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

Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty.
Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision
Strong knowledge of insurance markets, risk management strategies, and advanced policy structures.
Proven leadership skills, with experience mentoring or managing support staff or junior team members.
Excellent client-facing communication, presentation, and strategic consulting skills.
Proficient in AMS360 and other relevant tools and platforms.
Active P&C license required
Ability to handle high-pressure situations with poise and a client-first mindset.

Nice To Haves

Advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred.

Responsibilities

Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C lines.
Develop and implement comprehensive account service strategies tailored to each client's industry, risk profile, and business goals.
Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy.
Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure.
Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction.
Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization.
Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit.
Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement.
Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers.
Mentor junior account management staff, providing training, technical guidance, and performance feedback.