Trucordia

Meet sales quotas through cold calls, appointments, and presentations while managing a book of business and collaborating with client service. | Requires 2-5 years insurance sales experience, a relevant 4-year degree, insurance producer license, and proficiency with Microsoft Suite and Salesforce. | Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values • We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. • We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. • We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”? • We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. • We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Job Description Duties and Responsibilities: • Meets established sales quotas on monthly, quarterly, and annual basis. • Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business. • Acts as subject matter expert to master chosen area of focus for highest probability of long-term success. • Continually manages a book of business to support high renewal rates. • Collaborates with Client Service to analyze renewal business and place new business accounts. • Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tolls and sales management platform. Qualifications • State-issued Property and Casualty or Life and Health Insurance Producer License. • 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study. • 2-5 years in an insurance sales role • Proficiency with professional programs such as Microsoft Suite and Salesforce. • Demonstrated skills in analytics and internal/external communication. 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 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.

Manage and service commercial trucking insurance accounts ensuring client satisfaction, policy compliance, and risk management. | 3-5 years commercial trucking insurance experience with active P&C license, knowledge of DOT regulations, CRM proficiency, and strong client service skills. | Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values • We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. • We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. • We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”? • We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. • We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Job Description We are seeking an experienced Client Manager II specializing in insurance to join our team in Leola, PA United States. In this role, you will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention. • Manage and maintain relationships with existing commercial insurance clients • Review and analyze insurance policies to ensure appropriate coverage and compliance • Process policy changes, renewals, and endorsements for insurance accounts • Conduct risk assessments and provide risk management recommendations • Coordinate with underwriters and insurance carriers for policy placement • Handle client inquiries and resolve coverage-related issues • Monitor and ensure compliance with DOT regulations and insurance requirements • Prepare insurance documentation, certificates, and policy summaries • Develop and implement client retention strategies • Maintain accurate client records and documentation in CRM system Qualifications • Active Property & Casualty (P&C) Insurance License required • 3-5 years of commercial insurance experience, with specific focus on trucking/transportation insurance • Comprehensive knowledge of commercial trucking insurance products and coverage • Strong understanding of DOT regulations and transportation compliance requirements • Proficiency in insurance policy management and risk assessment • Experience with CRM software and MS Office Suite • Excellent account management and client service skills • Strong analytical and problem-solving abilities • Detail-oriented with exceptional organizational skills • Effective written and verbal communication skills • Knowledge of transportation industry risk management practices 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 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.

Manage a commercial book of business including marketing, underwriting, renewal negotiation, risk analysis, consulting, and client service to ensure proper coverage and policy recommendations. | 5 years commercial lines experience, valid California Property and Casualty Brokers License, knowledge of commercial insurance markets, strong interpersonal and communication skills, and preferred AMS360 experience. | Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values • We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. • We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. • We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”? • We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. • We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Job Summary 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 • 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, account executives 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. • Apply knowledge of coverages and forms to research and reconcile discrepancies. Qualifications • Valid California State Property and Casualty Brokers License • 5 years of experience in commercial lines • Must possess a developing knowledge of commercial insurance markets 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. • Experience with AMS360 preferred. 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 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.