Note: The job is a remote job and is open to candidates in USA. Trucordia is a rapidly growing insurance brokerage company committed to providing exceptional experiences for its clients and employees. As a Commercial Lines Client Manager, you will assist clients in understanding their commercial line service needs while ensuring they have proper coverage and advising on policy recommendations.
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
Skills
- 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
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
Company Overview
A top 20 U.S. It was founded in 1987, and is headquartered in Woodland Hills, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.pcfoy.com/.