Client Manager -Commercial Lines

Trucordia•Sandy, UT

13d•Onsite

About The Position

We are seeking an experienced Client Manager to support and grow our Commercial Lines book of business. This role is responsible for managing client relationships, delivering day‑to‑day service, and partnering with internal teams to ensure coverage accuracy and exceptional client experience. The ideal candidate is detail‑oriented, proactive, and confident working with complex commercial accounts while serving as a trusted advisor to our clients.

Requirements

2 years of experience in insurance, customer service, or a related field preferred.
Strong interpersonal and communication skills, both written and verbal.
Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
Must be detail-oriented with strong organizational skills.
Active state-issued Insurance license (P&C and/or L&H) required.

Nice To Haves

Familiarity with AMS360 or similar agency management systems is a plus.

Responsibilities

Serve as the first point of contact for clients, providing prompt and professional service.
Manage the placement of new and renewal accounts with carrier partners.
Assist with gathering underwriting information and preparing submission materials.
Maintain strong carrier relationships to secure competitive quotes and solutions for clients.
Ensure the successful renewal and retention of accounts through proactive service and relationship management.
Maintain accurate and up-to-date records in the AMS360 agency management system.
Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs.
Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.