Jobs at Trucordia

Provide high-level administrative and operational support to executive leadership: manage complex calendars and travel, prepare correspondence and presentations, coordinate meetings and events, handle confidential information, assist with project tracking and research, and act as liaison with internal and external stakeholders.

Serve as primary client contact for personal lines, manage new and renewal placements with carriers, gather underwriting information, prepare submissions, maintain AMS360 records, process endorsements/certificates, and collaborate with producers to ensure renewals and client retention.

Serve as primary client contact for commercial lines, manage new and renewal placements across P&C and L&H, gather underwriting info, prepare submissions, maintain carrier relationships, ensure renewals and retention, update AMS360 records, handle policy changes, endorsements and certificates, and collaborate with producers and internal teams.

Sell and place commercial insurance accounts by prospecting, meeting sales quotas, building and retaining a book of business, collaborating with client service teams, analyzing market trends, using CRM and sales tools, and maintaining documentation to ensure renewals and client satisfaction.

Act as clients' primary contact for personal lines, manage new and renewal placements across P&C and L&H, gather underwriting information, maintain AMS360 records, secure carrier quotes, coordinate with producers, and handle policy changes, endorsements, and certificates to ensure retention.

Serve as primary client contact for ASO services, resolve and triage support issues, maintain operational workflows and documentation, identify process improvements, collaborate cross-functionally, track service metrics, and support training and implementation of tools to improve client experience.

Sell and place personal lines insurance, meet sales quotas, use Trucordia sales tools to prospect and close new business, manage renewals, collaborate with client service, and apply analytics to optimize accounts.

Lead product for a unified insurance platform (client portal, producer portal, AI recommendation engine). Define vision and roadmap, own end-to-end product delivery, prioritize and align stakeholders, partner with engineering and Salesforce teams, and mature the PM function from reactive delivery to outcome-driven product management.

Lead a defined market to drive profitable revenue growth, sales execution, talent development and operational excellence. Own market P&L, recruit and coach producers, manage pipelines and CRM (Salesforce), expand client and carrier relationships, and align local strategy with platform goals.

Lead and operate the companys infrastructure, shared platforms, and end-user services to enable rapid, secure AI product delivery. Own cloud strategy, IaC, CI/CD, observability, identity, zero-trust networking, ITSM, and M&A technology integrations. Partner with Product, Data & Analytics, Architecture, and CISO to run platform-as-a-product with SLAs, roadmap, and measurable adoption while modernizing operations and ensuring PE-grade vendor and cost discipline.

Design and run ETL pipelines to extract, transform, validate, and load agency data from diverse source systems into AMS360 via APIs and direct loads. Build mapping and transformation logic, produce ID mapping tables, validate data quality, and collaborate with AMS360 admins to resolve issues throughout migrations.

Serve as primary day-to-day contact for a book of group benefits clients; lead renewals and remarketing with carriers; advise on coverage gaps and strategy; onboard new accounts and analyze underwriting data; manage endorsements, claims inquiries, audits; maintain client records in Salesforce; mentor junior team members and monitor industry and regulatory changes.

Serve as primary daily contact for a book of clients, lead renewals and remarketing, onboard new accounts, troubleshoot complex issues with carriers, manage endorsements/claims/audits, maintain records in Salesforce, and mentor junior team members.

Manage a designated book of Life & Health clients, lead renewals and remarketing, onboard accounts, handle endorsements/claims/audits, coordinate with carriers and underwriters, maintain agency management records, mentor junior team members, and present annual open enrollment meetings while advising on coverage and regulatory changes.

Act as primary day-to-day contact for a book of Life & Health clients; lead renewals and remarketing; onboard new accounts; handle endorsements, claims inquiries, audits, and servicing tasks; maintain records in agency management systems; mentor junior team members; stay current on industry trends and present annual open enrollment meetings.

Serve as primary day-to-day contact for a book of Life & Health clients. Lead renewals, remarketing, onboarding, and underwriting data analysis. Troubleshoot complex issues with carriers and internal teams, manage endorsements, claims inquiries, audits, and service items. Maintain records in agency management system, mentor junior team members, and present annual open enrollment meetings.

Serve as primary day-to-day contact for a book of Life & Health clients, lead renewals and remarketing, onboard accounts, troubleshoot endorsements/claims/audits, maintain records in agency management systems, mentor junior staff, and coordinate open enrollment presentations.

Manage a designated book of Life & Health insurance clients, lead renewals and onboarding, coordinate with carriers, resolve complex service issues, handle endorsements/claims/audits, maintain client records in agency systems, mentor junior staff, and present open enrollment meetings.

Manage a designated book of Life & Health clients as primary contact; lead renewals and remarketing, coordinate carriers, onboard accounts, handle endorsements/claims/audits, maintain agency management records, mentor junior staff, and present annual open enrollment meetings while advising on coverage and regulatory changes.

Act as primary client contact for commercial lines accounts; manage new and renewal placements with carriers; gather underwriting info and prepare submissions; maintain carrier relationships and AMS360 records; support renewals and retention; collaborate with producers and senior managers; process policy changes, endorsements, and certificates.