Trucordia

The Client Service Specialist will be the primary point of contact for clients, ensuring their needs are met with professionalism, efficiency, and a strong understanding of insurance products and services. The ideal candidate thrives in a fast-paced environment and is committed to delivering exceptional service and support to both clients and internal teams. Responsibilities include answering client inquiries, following up with warm leads, and maintaining client records.

The VP – Market Leader will serve as the primary leader of Trucordia within the market, overseeing day-to-day operations, client service, and business development. This role is responsible for driving revenue growth performance, fostering a collaborative team environment, and ensuring alignment with the Platform’s goals and Trucordia’s organizational commitments.

The Central Trucordia Carrier Relations team is looking for a highly experienced and strategic Carrier Relations Director to drive carrier engagement, optimize partnerships, and support offices with carrier-related initiatives. This senior-level role is responsible for strengthening relationships with key P&C carrier partners while ensuring alignment with business objectives to maximize growth and profitability.

As a Personal Lines Account Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our Personal Lines customers. The Personal Lines Account Manager will play a crucial role in the insurance industry, acting as a liaison between the Client and the Carrier.

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

Provide insurance solutions to help those in the most underserved markets get access to the healthcare they need to live the best lives possible as an Inbound and Outbound Medicare Sales Agent for Aetna in a collaborative environment. You’ll reach out to potential clients, guiding them through their Medicare options with patience and care.

In this role, lead the implementation and training of Trucordia’s insurance office system suite, ensuring seamless adoption across internal teams and newly acquired offices. You will drive the successful rollout of Agency Management Software (Vertafore’s AMS360 and BenefitPoint), our Broker CRM (Salesforce), and other integrated systems, supporting key learning initiatives to enhance system proficiency and operational efficiency companywide.

The Account Manager/Producer will be responsible for generating new business opportunities, managing a portfolio of existing commercial accounts and ensuring client satisfaction. This role requires a deep understanding of Adult Family Homes, Assisted Living Facilities and Behavioral Health Facilities along with strong knowledge of commercial insurance products, excellent sales skills and the ability to build and maintain strong relationships. This position will work closely with clients to identify their insurance needs, provide tailored solutions, and offer ongoing support and service.