Job Description

The Client Advocate will support Personal Lines clients by providing exceptional service throughout the policy lifecycle. This role partners closely with producers and client teams to handle client inquiries, policy changes, renewals, and coverage questions, ensuring a seamless and positive client experience. The ideal candidate is detail‑oriented, service‑driven, and passionate about helping clients understand and protect what matters most.

Duties and Responsibilities:

• Provide prompt and courteous assistance to customers via phone, email and other communication channels
• Processing Direct Billed Payments
• Obtaining and distributing the mail daily
• Assist Account Managers with processing insurance transactions
• 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 for direct billed accounts
• Support document management and filing
• Housekeeping items as needed

Qualifications

• High school diploma or equivalent
• Obtain P&C Maryland Insurance License within 1 year of hire
• Strong attention to detail and organizational skills
• Proficiency with Microsoft Excel and other Office applications
• Excellent written communication and task follow-through
• Interest in the insurance industry and a willingness to learn
• Ability to work independently while taking direction from multiple team members

Additional Information

Please see our company 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

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

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.