Job Description

As a Commercial Lines Account Manager at Trucordia, you will assist clients and help them understand and determine their individual commercial line service needs. As a Commercial Lines Account Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers.

Duties and Responsibilities:

• Manage client and carrier communications ensuring timely and professional responses.
• Handle end-to-end policy setup and maintenance in AMS360, including creating customer profiles, setting up applications, and transitioning applications into policies.
• Process policy-related transactions, such as invoicing, payment application (standard and non-standard markets), finance agreement setup, and submitting policy changes.
• Oversee renewal and audit processes, including notifying clients, collecting updated information, quoting/requoting, and managing cross-sell opportunities.
• Manage certificates of insurance, including setup, holder list management, edits, and distribution in line with policy requirements and client needs.
• Support quoting and underwriting, including gathering business information, submitting to carriers, and coordinating responses to underwriter requests.
• Utilize AMS360 and carrier websites for activity tracking, setting follow-ups, pulling loss runs, and sending/managing documents via DocuSign.

Qualifications

• Experience working with AMS360 and a solid understanding of commercial insurance lines.
• Strong organizational and multitasking skills with the ability to manage workflow in a fast-paced environment.
• Proficient in client servicing and communication, both written and verbal, with a focus on responsiveness.
• Demonstrated ability to quote policies, understand carrier appetites, and manage renewal processes.
• Working knowledge of certificate issuance and management, including meeting contract requirements.
• Familiarity with commercial insurance billing, including setting up invoices, taking payments, and managing finance agreements.
• Proficient with DocuSign, and carrier portals, with the ability to coordinate electronic signatures and document workflows.

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.