Commercial Lines Client Manager

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.