Senior Account Manager

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

1. 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.
2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
5. 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.

Trucordia is looking for a Commercial Lines Senior Account Manager will be responsible for growing our business - driving production and customer success outcomes including retention and relationship expansion. 

The Senior Account Manager will provide excellent customer service by ensuring all client needs are met while engaging in cross-selling, account rounding and development of new business. Account Manager will build relationships to understand client and prospect needs and provide solutions that effectively protect their risks. In this role, the Senior Account Manager will be responsible for managing, retaining and growing a diverse book of commercial lines accounts.

The book of business consists of middle market accounts: real estate, construction, GCs and Trade Contractors, manufacturer, tech companies, professional lines and other miscellaneous classes of business.

Duties and Responsibilities: 

• Manage the account life cycle: pre-renewal, renewal, post renewal, stewardship and visiting clients if needed.
• Actively respond and maintain timely communication with qualified prospects and manage new client implementation process
• Lead and coordinate the evaluation of marketing results, develop and present recommendations to clients
• Coordinate with Producers, Placement and Service teams to prepare risk management and insurance programs that provide both competitive pricing/terms and advocates for the best interests of Clients and Prospects
• Collaborate with the Producer to further evaluate new business opportunities with prospects and clients; assists in onboarding of new clients and/or policies
• Working with team members at all levels to ensure clients/prospects satisfaction.
• Demonstrate strong understanding of clients/prospects business and strategic priorities
• Execute solid analysis, delivering creative and practical solutions for clients/prospects
• Serve as client's valued adviser, building a strategic, and personal relationship with key client decision makers
• Prepare formal presentations/proposals including loss summary and coverage comparison
• Participate in RFP process and finalist presentations
• Ensure compliance with all regulatory guidelines

• Minimum 8-10 years of experience servicing commercial accounts
• Minimum 5 years of experience with the real estate market in New York. 
• Knowledge of the 5 broughs in New York City. 
• Must possess a developing knowledge of commercial insurance markets to place new business and understand the supplemental insurance marketplace, especially in NY Real Estate and construction arena.
• Ability to multitask and operate in an ever changing environment
• 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
• Demonstrate proficiency in computer applications: Microsoft Office Suite, Adobe Acrobat, Agency Management System (AMS360 preferred)
• Ability to adapt to changing demands and priorities
• Hold an Active P&C brokers’ license
• College degree preferred

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: ($80,000-$150,000) — final 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.