Account Manager
Trucordia - San Mateo, CA
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Job Summary: As a Commercial Lines Account Manager, you will assist clients and help them understand and determine their individual commercial line service needs. As a Commercial Lines Account Manager at Trucordia, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers. Duties and 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. Qualifications: * Valid P&C broker 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 * AD&D * FSA / HSA * Commuter & Child Care FSA * Cancer Support Benefits * Pet Insurance * Accident & Critical Illness * Hospital Indemnity * Employee Assistance Program (EAP) * 11 Paid Holidays * Flexible PTO * 401K Compensation: $68,000 - $75,000 commensurate on experience
Created: 2025-01-24