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 DescriptionThe Client Manager supports the middle market Client Executives in a quickly growing culture of collaboration, mentorship and internal mobility. As part of the commercial team, the Client Manager is responsible for client service and internal support consistent with strong insurance industry standards.

Responsibilities include, but are not limited to, the following:

Assist the Account Executive with the account life cycle consistent with industry standards.

Manage client documentation:

InvoicingBindersPolicies, endorsementsCertificates of InsuranceSurplus Lines ComplianceContribute to Client Retention through excellent service and follow through.

Build and maintain market relationships assisting the Account Executive with marketing activities pre- and post-renewal.

Prepare written correspondence, reports and analysis as needed and document all correspondence by attaching it in the agency management system (AMS360)Work with and assist accounting department on clients' aged receivables and account reconciliationAssist team with various presentation preparations, and other projects as assigned.

May report to either Woodland Hills, CA or Corona, CA officesQualificationsCA P&C Broker LicenseMinimum 3-5 years' insurance industry experienceExperience using AMS360 preferredHigh School Diploma/GED. Bachelor's' degree preferred, but not requiredExcellent verbal and written communication skillsProficiency in MS Office tools (Word, Outlook, Excel, and PowerPoint)Ability to multitask and work in a fast-paced environment.

Legal work authorization in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the futureAdditional InformationPlease see our company

Benefits:

Medical, Dental, Vision Life and AD&D insuranceFSA / HSACommuter & Child Care FSACancer Support BenefitsPet InsuranceAccident & Critical IllnessHospital IndemnityEmployee Assistance Program (EAP)11 Paid HolidaysFlexible PTO401

KCompensation:

$80,000-$107,000 commensurate on experienceTrucordia 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. 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