Jobs at Trucordia

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

Performs financial reporting, month-end close, balance sheet and revenue reconciliations, multi-company consolidation, variance analysis, audit support, and financial trend analysis. The Senior Accountant coordinates with principals, accounting staff, and junior accountants to meet deadlines, resolve issues, and provide accurate information for management decision-making.

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

Leads strategic relationships with high-profile commercial insurance clients, developing enterprise risk management plans, overseeing multi-line coverage programs, negotiating complex solutions, and resolving escalated issues. Drives account growth, profitability, cross-selling, and revenue targets while maintaining carrier expertise. Represents the firm with industry stakeholders, mentors client executives and managers, and leads cross-functional initiatives. Requires extensive commercial insurance experience, P&C and L&H expertise, active licenses, and executive-level client advisory capabilities.

Develops new personal lines insurance business, prospects and networks to build a client pipeline, presents customized coverage proposals, manages client relationships, reviews renewals, identifies cross-sell opportunities, and advises clients on coverage gaps, pricing, market trends, and risks. The role requires maintaining industry knowledge, remarketing policies when appropriate, preparing sales reports, and communicating effectively with clients and carriers.

Serves as the strategic lead and primary advisor for complex commercial insurance accounts. Responsibilities include developing risk management strategies, overseeing multi-line insurance programs, leading executive client interactions, negotiating specialty coverage, driving retention and account growth, managing profitability, coordinating internal and carrier teams, resolving escalated issues, and mentoring client executives and managers.

Insurance Producer Interns conduct cold calls and targeted email outreach to generate qualified commercial and personal lines leads for senior producers. They track outreach and lead status, collaborate on deal sourcing and closing, and complete sales and insurance training. The role offers licensing support, commission eligibility on policies closed from intern-sourced leads, and potential long-term career development.

Leads end-to-end delivery for concurrent Data & Analytics initiatives, managing intake, prioritization, backlogs, Agile ceremonies, requirements, risks, dependencies, releases, data onboarding, migrations, UAT, and stakeholder communication. The role bridges business teams with engineers and analysts, ensures data quality and documentation, and uses AI and automation to streamline reporting, ticket management, and program administration.

Drives new insurance business through prospecting, cold calls, appointments, presentations, and quota attainment. Manages and grows a substantial book of business, supports renewals, collaborates with client service teams, and mentors less experienced producers. Serves as a subject matter expert in a chosen insurance specialization while applying company sales methodologies and technology platforms.

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 scalable tax processes, controls, and systems. Builds and manages the internal tax function while partnering with finance and executive leadership.

Drives new insurance business by meeting sales quotas, prospecting through calls and appointments, presenting solutions, and closing accounts. Serves as a marine insurance subject matter expert, manages an ongoing book of business, supports renewals, collaborates with Client Service, analyzes accounts, and follows company sales methodologies and CRM processes.

Facilitates sales training, producer onboarding, coaching, and enablement tool adoption through instructor-led, virtual, and hybrid programs. Supports the 365-day producer onboarding experience, maintains learning content, tracks participation, gathers feedback, and recommends improvements. Provides ongoing producer support for sales processes, systems, workflows, and development while collaborating with sales leaders, subject matter experts, product managers, and learning teams.

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

Manage commercial insurance client relationships, including new and renewal account placement across P&C and Life & Health lines. Gather underwriting information, prepare submissions, coordinate with carriers, secure competitive quotes, and support account retention. Handle policy changes, endorsements, certificates, and routine service requests while maintaining accurate AMS360 records and collaborating with producers and internal stakeholders.

Own end-to-end data migrations into AMS360, including source extraction, profiling, transformation, mapping, validation, QA, and API or direct database loading. Build ETL pipelines across disparate agency systems, create traceability mappings, and collaborate with AMS360 administrators to resolve issues. The role also supports future CRM, marketing, warehouse, and bulk data integrations while using AI-assisted development tools for coding, debugging, refactoring, and technology learning.

Generates new insurance business through prospecting, appointments, presentations, and sales tools while meeting established quotas. Manages an ongoing book of business to support renewals, collaborates with Client Service on account placement and renewals, and serves as a subject matter expert in a chosen insurance focus area.

Produces retail insurance business with an equine focus by meeting sales quotas, prospecting through calls and presentations, closing new accounts, managing an ongoing book of business, supporting renewals, and collaborating with client service teams. The role requires insurance producer licensing, sales experience, proficiency with Microsoft Suite and Salesforce, and strong analytical and communication skills.

The Insurance Producer generates new business through prospecting, cold calls, appointments, and presentations while meeting sales quotas. The role develops expertise in a selected insurance focus area, manages an existing book of business, supports renewals, collaborates with Client Service, and follows company sales methodologies and CRM processes. Travel may reach 70%.

Produces retail insurance business with an equine specialty by meeting sales quotas, prospecting through calls and appointments, presenting solutions, closing new accounts, and managing an existing book of business. The role partners with client service teams on renewals and placements, serves as an equine insurance subject matter expert, and follows company sales methodologies and CRM processes.

The Producer II will generate new retail insurance business with an equine focus, meet sales quotas, conduct prospecting and presentations, and manage an existing book of business. Responsibilities include serving as an equine insurance subject matter expert, supporting renewals, collaborating with Client Service, analyzing accounts, and following company sales methodologies and tools.