Job Description

We are actively searching for a Client Advocate to support our team in the Costa Mesa office at Trucordia. **** We work hard to build a great, team-oriented culture where you love coming to work every day alongside colleagues who love to work together to bring growth and WIN accounts!

A Client Advocate is responsible for managing and servicing a portfolio of commercial insurance clients. This role involves acting as a liaison between the insurance company, agents, and clients, handling policy renewals, processing claims, and providing excellent customer service. They also work to understand client needs, offer insurance solutions, and ensure client satisfaction. They analyze client needs, recommend insurance solutions, and build strong relationships with clients, sureties, and internal teams.

Duties and Responsibilities:

• Assist Account Managers with processing insurance transactions, including:
• New and renewal policy processing
• Endorsements, audits, cancellations, and restatements
• 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
• Analyze data and spreadsheets for internal and client use
• Support document management, compliance checks, and reporting processes
• Proactively identify and communicate any administrative issues or inconsistencies

Qualifications

• High school diploma or equivalent
• Strong attention to detail and organizational skills
• Proficiency with Microsoft Excel and other Office applications
• Excellent written communication and task follow-through
• 2 years of experience within insurance brokerage
• State of California Property & Casualty License
• Knowledge of renewals, endorsements and certifications
• Technical proficiency in AMS360 and Microsoft suite
• Ability to work independently while taking direction from multiple team members

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life and AD&D insurance
• 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: ($65,000-$90,000 annually) compensation will be based on experience and qualifications.

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.