Commercial Lines Client Manager

Trucordia•Rancho Cucamonga, CA

6d•$60,000 - $85,000•Hybrid

About The Position

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

Requirements

Valid state Property & Casualty License
2 years of experience in an insurance brokerage environment
Must possess a developing knowledge of commercial insurance markets to place new business and understand the supplemental insurance marketplace.
Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow.
Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.

Responsibilities

Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating.
Maintain productive business relations and engage in extensive contact with clients, producers and underwriters.
Ensure clients have continuous and proper coverage and advise clients of any change recommendations.
Review current policies and provide recommendations regarding placement options.
Rounding out and cross selling book of business to reach the company growth goals.
Apply knowledge of coverages and forms to research and reconcile discrepancies.
Participate in development of new business and retention of renewal business.
Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products.
Produce business proposals and deliver professional presentations to clients.