Commercial Lines Client Manager

Trucordia • Asheboro, NC

3d

About The Position

As a Commercial Lines Account Manager at Trucordia, you will assist clients and help them understand and determine their individual commercial line service needs. As a Commercial Lines Account Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers.

Requirements

• Experience working with AMS360 and a solid understanding of commercial insurance lines.
• Strong organizational and multitasking skills with the ability to manage workflow in a fast-paced environment.
• Proficient in client servicing and communication, both written and verbal, with a focus on responsiveness.
• Demonstrated ability to quote policies, understand carrier appetites, and manage renewal processes.
• Working knowledge of certificate issuance and management, including meeting contract requirements.
• Familiarity with commercial insurance billing, including setting up invoices, taking payments, and managing finance agreements.
• Proficient with DocuSign, and carrier portals, with the ability to coordinate electronic signatures and document workflows.

Responsibilities

• Manage client and carrier communications ensuring timely and professional responses.
• Handle end-to-end policy setup and maintenance in AMS360, including creating customer profiles, setting up applications, and transitioning applications into policies.
• Process policy-related transactions, such as invoicing, payment application (standard and non-standard markets), finance agreement setup, and submitting policy changes.
• Oversee renewal and audit processes, including notifying clients, collecting updated information, quoting/requoting, and managing cross-sell opportunities.
• Manage certificates of insurance, including setup, holder list management, edits, and distribution in line with policy requirements and client needs.
• Support quoting and underwriting, including gathering business information, submitting to carriers, and coordinating responses to underwriter requests.
• Utilize AMS360 and carrier websites for activity tracking, setting follow-ups, pulling loss runs, and sending/managing documents via DocuSign.

Benefits

• Medical
• Dental
• Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed