Jobs at Trucordia

The Staff Accountant manages financial records, reporting, reconciliations, and supports audits, ensuring deadlines and accuracy in financial data analysis.

Lead market-level strategy and execution for an insurance brokerage: drive revenue, new business, cross-selling, and profitability; recruit, coach and retain producers; manage market P&L; ensure operational excellence, CRM discipline, and alignment with platform leadership.

Provide administrative support for compliance paperwork and submissions; communicate contract/account changes with agents and customers; maintain account records; assist with billing, commercial truck licensing, log auditing, driver qualification files, and cross-department customer requests; handle inquiries, projects, and follow company policies.

Lead and oversee daily operations for local insurance offices, ensuring SOP compliance, efficiency, and continuous improvement. Act as technology SME, provide user support and reporting, train staff, and partner with central operations. Collaborate with client-facing teams, mentor administrative staff, and provide multi-office oversight through site visits and performance reviews to maintain consistent operational practices.

Sell and manage group life and health insurance accounts: prospect, close new business, mentor junior producers, collaborate on renewals and placements, maintain a $500K annual book of business, and use Trucordia sales tools and methodologies to meet quotas.

The Commercial Lines Client Manager will service a commercial book of business, maintain client relations, negotiate renewals, and ensure proper coverage for clients.

Manage client accounts and provide exceptional service by supporting the placement of new and renewal accounts while maintaining strong relationships with carriers.

As a Commercial Lines Account Manager, you will manage new and renewal accounts, ensuring client satisfaction and maintaining carrier relationships. Responsibilities include service delivery, record-keeping, and collaboration with internal stakeholders for policy changes.

As a Commercial Lines Client Manager, you will manage a commercial book of business, engaging with clients, underwriters, and producers to ensure proper coverage and provide exceptional customer service while achieving company growth goals.

Temporary-to-permanent office admin and processing role covering maternity leave, then keying insurance policies into carrier systems. Responsibilities include calendar scheduling, office supply and store inventory management, mail handling, team engagement activities, and working with underwriter coordinators to resolve policy issues accurately and efficiently.

The Personal Lines Producer is responsible for achieving sales quotas, conducting sales outreach, setting appointments, and client consultations regarding risk management.

The Receptionist will manage multi-line phone calls, perform data entry, provide excellent customer service, and assist with clerical tasks. The role requires organization, efficiency, and the ability to work in a fast-paced environment.

The Personal Lines Producer will generate sales leads, conduct client consultations on risk management, and meet established sales quotas.

The Personal Lines Producer is responsible for meeting sales quotas, conducting outreach to leads, and consulting clients on risk management and insurance solutions.

The Personal Lines Producer meets sales quotas, conducts outreach to prospects, sets appointments, and consults clients on risk management and insurance solutions.

The Personal Lines Producer meets sales quotas, conducts client consultations on insurance solutions, and follows sales methodologies using tools like Salesforce.

The Personal Lines Producer is responsible for meeting sales quotas, conducting outreach to prospects, setting appointments, and consulting clients on risk management and insurance solutions.

The Personal Lines Producer is responsible for meeting sales quotas, conducting outreach to prospects, setting appointments, and providing consultations on insurance solutions.

The Client Manager serves as the main contact for clients, managing their insurance needs, leading renewals, resolving issues, and mentoring junior team members.

Manage client relationships for insurance needs, renew policies, troubleshoot issues, mentor junior staff, and stay updated on industry trends.