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Client Manager
Job
Trucordia
Madison, MS (In Person)
Full-Time
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Job Description
Company DescriptionExtraordinary 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 ValuesWe 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
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
Job DescriptionWe're looking for a detail-oriented and customer-focused Client Manager to join our team in Madison, MS. In this role, you'll be the primary point of contact for a portfolio of clients, delivering exceptional service and strategic guidance while managing their evolving needs with professionalism and care. This is an excellent opportunity to build meaningful client relationships, demonstrate your expertise, and grow your career in a collaborative, supportive environment.
Serve as the main day-to-day contact for an assigned client portfolio, managing their insurance needs with strong attention to detail and minimal oversightLead renewal and remarketing initiatives, coordinating with carriers to secure competitive coverage and pricing while providing consultative guidance on coverage gaps and policy structuresOversee the onboarding process for new accounts, including collection, organization, and analysis of underwriting dataTroubleshoot complex client issues efficiently by collaborating with underwriters and internal teams to deliver timely resolutionsManage endorsements, claims inquiries, audits, and other service requests with precision and careMaintain comprehensive and accurate client records in AMS360, documenting all servicing activities transparentlySupport and mentor junior team members as needed, fostering a collaborative and inclusive work environmentStay informed on industry trends, product offerings, and regulatory changes that impact your clientsBuild and nurture long-term client relationships through responsive communication, empathy, and strategic problem-solvingQualifications2-4 years of experience in client account management, preferably in the insurance industryProven ability to manage a book of business and develop strong, lasting client relationshipsSolid understanding of carrier underwriting guidelines, coverage forms, and insurance productsExcellent written and verbal communication skills with strong negotiation and interpersonal abilitiesProficiency in AMS360 or comparable agency management systemsActive insurance license(s) in applicable lines (P&C and/or L&H) requiredStrong organizational and time management skills with the ability to prioritize multiple tasks effectivelyDetail-oriented mindset with a commitment to accuracy and qualityDemonstrated problem-solving skills and analytical thinkingAbility to work independently while remaining collaborative and supportive with team membersCustomer service excellence and a genuine commitment to client satisfactionAdaptability and resilience in a dynamic, fast-paced environment
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.
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 ValuesWe 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 DescriptionWe're looking for a detail-oriented and customer-focused Client Manager to join our team in Madison, MS. In this role, you'll be the primary point of contact for a portfolio of clients, delivering exceptional service and strategic guidance while managing their evolving needs with professionalism and care. This is an excellent opportunity to build meaningful client relationships, demonstrate your expertise, and grow your career in a collaborative, supportive environment.
Serve as the main day-to-day contact for an assigned client portfolio, managing their insurance needs with strong attention to detail and minimal oversightLead renewal and remarketing initiatives, coordinating with carriers to secure competitive coverage and pricing while providing consultative guidance on coverage gaps and policy structuresOversee the onboarding process for new accounts, including collection, organization, and analysis of underwriting dataTroubleshoot complex client issues efficiently by collaborating with underwriters and internal teams to deliver timely resolutionsManage endorsements, claims inquiries, audits, and other service requests with precision and careMaintain comprehensive and accurate client records in AMS360, documenting all servicing activities transparentlySupport and mentor junior team members as needed, fostering a collaborative and inclusive work environmentStay informed on industry trends, product offerings, and regulatory changes that impact your clientsBuild and nurture long-term client relationships through responsive communication, empathy, and strategic problem-solvingQualifications2-4 years of experience in client account management, preferably in the insurance industryProven ability to manage a book of business and develop strong, lasting client relationshipsSolid understanding of carrier underwriting guidelines, coverage forms, and insurance productsExcellent written and verbal communication skills with strong negotiation and interpersonal abilitiesProficiency in AMS360 or comparable agency management systemsActive insurance license(s) in applicable lines (P&C and/or L&H) requiredStrong organizational and time management skills with the ability to prioritize multiple tasks effectivelyDetail-oriented mindset with a commitment to accuracy and qualityDemonstrated problem-solving skills and analytical thinkingAbility to work independently while remaining collaborative and supportive with team membersCustomer service excellence and a genuine commitment to client satisfactionAdaptability and resilience in a dynamic, fast-paced environment
Preferred:
Experience with insurance renewals, underwriting processes, or account management in a professional services settingAdditional InformationAll your information will be kept confidential according to EEO guidelines.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.