Jobs at Trucordia

Leads enterprise-wide tax strategy for a rapidly growing, multi-entity insurance brokerage. Oversees federal, state, and local tax compliance; partnership and flow-through reporting; tax provisions under ASC 740; FIN 48 positions; audits; M&A tax due diligence and integration; tax research and planning; external advisor relationships; and development of the internal tax team, processes, controls, and technology.

Manage complex commercial insurance accounts as the primary client advisor. Responsibilities include developing risk and service strategies, leading renewals and coverage consultations, managing book profitability, identifying cross-sell opportunities, negotiating with carriers, maintaining AMS360 records, supporting junior staff, and ensuring regulatory and service standards. The role requires expertise in Property & Casualty and Life & Health insurance, executive-level relationship management, active insurance licenses, and strong negotiation, analytical, and communication skills.

Manage complex commercial insurance accounts as the lead client advisor, developing service plans, risk strategies, renewal approaches, and coverage recommendations. Oversee book profitability, identify cross-sell opportunities, monitor carrier performance, negotiate policy terms, and maintain accurate agency system records. Provide technical guidance to junior staff, support escalated client issues, and ensure compliant, high-quality service delivery across Property & Casualty and Life & Health lines.

Manages complex commercial insurance accounts as a trusted client advisor. Leads renewal strategies, coverage consultations, policy negotiations, marketing, and proposal development. Oversees book profitability, identifies cross-selling opportunities, monitors carrier performance and market conditions, and maintains accurate agency-management-system records. Provides technical guidance to junior staff, supports escalated client issues, and ensures service delivery meets regulatory, agency, and client requirements across Property & Casualty and Life & Health lines.

Manage complex commercial insurance accounts as the lead client contact and trusted advisor. Develop service plans and risk strategies, lead renewals and coverage consultations, negotiate policies, and identify cross-sell opportunities. Analyze book profitability, monitor carrier and market conditions, maintain accurate AMS360 records, and address underperforming accounts. Provide technical guidance to junior staff while ensuring regulatory compliance and high-quality service delivery across Property & Casualty and Life & Health lines.

Manage complex commercial insurance accounts as the lead client advisor, developing service plans, risk strategies, renewal approaches, and coverage solutions. Oversee marketing, proposals, negotiations, book profitability, carrier relationships, cross-selling, and account documentation. Provide technical guidance to junior staff, support escalated issues, and ensure compliance with agency standards and regulations across Property & Casualty and Life & Health insurance lines.

Manage complex commercial insurance accounts as the primary client advisor. Lead relationship strategy, renewals, coverage consultations, proposals, negotiations, and risk management planning. Analyze book profitability, identify cross-sell opportunities, monitor carrier performance, and maintain accurate records in AMS360. Provide technical guidance to junior staff, support escalated client issues, and ensure compliance with agency standards and insurance regulations.

Serves as the primary client contact, managing new and renewal account placements across P&C and Life & Health insurance lines. Gathers underwriting information, prepares submissions, maintains carrier relationships, supports account retention, updates AMS360 records, and processes policy changes, endorsements, certificates, and routine service requests while collaborating with producers and senior client managers.

Conduct outbound calls and email campaigns to current and prospective commercial and personal lines clients, generate qualified leads, schedule meetings for senior producers, maintain outreach records, and collaborate with brokers. The role includes sales training, insurance industry education, and potential pursuit of Property and Casualty licensing, with opportunities for commission-based earnings and long-term career development.

Seasonal Processing Specialist responsible for accurately entering insurance policies into provider systems. The role involves coordinating with underwriter coordinators and account managers to resolve policy issues, monitoring work quality, prioritizing tasks, and meeting efficiency standards. Candidates must work independently under pressure, demonstrate strong proofreading and communication skills, possess solid computer abilities, and type at least 50 words per minute. This is primarily a full-time, on-site position in Springville, Utah, from October 27 through December 22.

Develop new personal lines sales opportunities, build client pipelines through prospecting and networking, present customized homeowners, auto, umbrella, earthquake, and personal articles coverage, and maintain long-term client relationships. Provide insurance guidance on market trends and regulatory changes, manage concurrent workflows, and report on sales performance and account activity.

Manage a complex group benefits book of business, serving as the primary client contact throughout onboarding, renewals, and ongoing retention. Responsibilities include placing new and renewal accounts, developing proposals, reviewing contracts, coordinating underwriting submissions, maintaining carrier relationships, presenting at open enrollment meetings, processing enrollment changes, and updating Salesforce and Benefit Point records. The role also provides employer guidance and collaborates with producers, client executives, carriers, and internal stakeholders.

Develop new personal lines insurance business through prospecting, networking, and marketing; present customized homeowners, auto, umbrella, earthquake, and personal articles coverage; maintain client relationships; advise clients on risks, market trends, and regulatory changes; and report on sales performance and account activity.

Develop new personal lines insurance business through prospecting, networking, and marketing; present customized homeowners, auto, umbrella, earthquake, and personal articles coverage; manage client relationships as a trusted advisor; monitor market and regulatory changes; and report sales performance and account activity. The role requires a valid Property and Casualty License, personal lines sales experience, strong communication skills, and knowledge of homeowners and personal auto coverage.

Maintains accounting records and ensures compliance with company standards. Processes accounts payable and receivable transactions, assists with journal entries and month-end close, supports bank reconciliations, maintains transaction documentation and filing systems, monitors outstanding work, and assists with annual audits.

Generates new commercial lines insurance revenue by meeting sales quotas, prospecting through calls and appointments, delivering presentations, and closing business. Maintains a book of business to support renewals, collaborates with client service teams, builds a Salesforce pipeline, and follows established sales methodologies. Serves as a subject matter expert in a chosen insurance focus area.

Produces new commercial insurance business through cold calls, appointments, presentations, and pipeline development. Meets sales quotas, manages a book of business to support renewals, analyzes renewal accounts, and collaborates with client service teams. Serves as a subject matter expert in a chosen insurance focus area while following company sales methodologies and maintaining Salesforce records.

Own and grow a complex commercial insurance book serving towing and transportation clients. Manage client relationships, renewals, coverage strategy, marketing, proposals, negotiations, account profitability, carrier performance, documentation, and cross-selling. Provide expert guidance to producers and junior staff, resolve escalated service issues, and ensure compliant, timely service delivery. Success is measured through retention, revenue growth, renewal execution, client satisfaction, account development, and increased producer capacity.

Build and lead an applied analytics function that consolidates insurance data, creates trusted sources of truth, improves operational efficiency, and structures data for AI applications. The role owns solutions end to end across architecture, modeling, testing, governance, and production deployment using Snowflake and Azure. Initially hands-on, the leader will partner with Data Engineering and business teams, then hire and mentor data engineers, analytics engineers, and analysts while demonstrating measurable business impact.

Serves as the primary client contact, manages new and renewal account placements across Property & Casualty and Life & Health lines, gathers underwriting information, prepares submissions, maintains carrier relationships, and supports account retention. Handles policy changes, endorsements, certificates, and routine service requests while maintaining accurate AMS360 records and collaborating with producers and internal teams.