Client Advocate

Client Advocate Full-time

Department Name:

Customer Service

Office Type:

Onsite Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We

COLLABORATE

continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"? We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We

CELEBRATE

both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description The Client Advocate will support Personal Lines clients by providing exceptional service throughout the policy lifecycle. This role partners closely with producers and client teams to handle client inquiries, policy changes, renewals, and coverage questions, ensuring a seamless and positive client experience. The ideal candidate is detail‑oriented, service‑driven, and passionate about helping clients understand and protect what matters most.

Duties and Responsibilities:

Provide prompt and courteous assistance to customers via phone, email and other communication channels Processing Direct Billed Payments Obtaining and distributing the mail daily Assist Account Managers with processing insurance transactions Maintain up-to-date and accurate account information in the agency management system (AMS360) Request and track information from carriers as needed Collaborate with Client Executives and Client Managers on transactional service needs Assemble and format client information packets and deliverables Monitor billing, payments, and reconciliation issues for direct billed accounts Support document management and filing Housekeeping items as needed Qualifications High school diploma or equivalent Obtain P&C Maryland Insurance License within 1 year of hire Strong attention to detail and organizational skills Proficiency with Microsoft Excel and other Office applications Excellent written communication and task follow-through Interest in the insurance industry and a willingness to learn Ability to work independently while taking direction from multiple team members Additional Information Please see our company

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 Trucordia Insurance Services, LLC and its affiliates (collectively, the "Company") is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer. Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.

Attention Recruitment Agencies:

Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.