Commercial Lines Client Manager

Trucordia•Mount Vernon, WA

66d•$44,850 - $58,500

About The Position

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

Requirements

Valid State Property and Casualty Brokers License
1-5 years minimum of experience in commercial lines
Must possess a developing knowledge of commercial insurance markets 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.
Experience with AMS360 preferred.
Carrier system knowledge preferred.
Experience working with Adult Family Homes is preferred, not required.

Responsibilities

Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating.
Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing.
Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions.
Oversee onboarding of new accounts, including collection and analysis of underwriting data.
Ensure clients have continuous and proper coverage and advise clients of any change recommendations.
Review current policies and provide recommendations regarding placement options.
Apply knowledge of coverages and forms to research and reconcile discrepancies.
Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction.
Stay informed on industry trends, product offerings, and regulatory changes impacting clients.