Client Manager - Group Benefits

Trucordia•Riverdale, UT

1d•Onsite

About The Position

Trucordia is building the next great insurance brokerage, combining people, tools, and solutions to deliver exceptional experiences. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have over 5,000 team members across 200 offices nationwide. We foster a culture where employees genuinely CARE about clients and each other, COLLABORATE to achieve great things, LEAD with curiosity and a future-focused attitude, are RESULT-ORIENTED, and CELEBRATE both individual and collective accomplishments.

Requirements

1–2 years of experience in insurance, customer service, or a related field preferred.
Active L&H Insurance License
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 (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 across Life & Health lines.
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 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.