Jobs at Trucordia

Maintain office accounting records, perform full balance sheet reconciliations, lead month-end and year-end close tasks, consolidate multi-company financials with variance analysis, perform revenue reconciliations, support audits, lead junior accounting staff, and provide timely financial reporting and analysis to management.

Serve as primary day-to-day contact for a book of commercial clients: manage renewals/remarketing, onboarding, endorsements, claims inquiries, and carrier coordination. Use AMS360 to maintain records, mentor junior staff, and advise clients on coverage, underwriting, and regulatory changes.

The Insurance Producer (Sales) is responsible for meeting sales quotas, managing a book of business, executing marketing activities, and collaborating with Client Service to analyze and place business accounts.

Sell and manage commercial insurance accounts in Pennsylvania: develop sales strategies, assess client risks, design customized insurance programs, maintain relationships, use CRM to track activity, represent the company at events, and meet sales targets.

The Insurance Producer will meet sales quotas, manage a book of business, collaborate with client services, and utilize sales tools to close new business. They must have a property and casualty license and travel frequently.

The Sr Client Advisor meets sales quotas, manages client relationships, utilizes sales tools for business growth, and provides subject matter expertise.

The role involves meeting sales quotas, managing a book of business, and utilizing sales tools to acquire new clients in the insurance sector.

The Sr Commercial Insurance Producer is responsible for meeting sales quotas, managing a book of business, and utilizing sales tools to close new business. They collaborate with client services and manage renewals effectively.

The Commercial Lines Producer is responsible for meeting sales quotas, managing a book of business, and utilizing sales tools for new business acquisition.

The Commercial Lines Producer is responsible for meeting sales quotas, managing a book of business, and collaborating with Client Service on renewals while utilizing sales and marketing tools effectively.

Maintain office accounting records, perform full balance sheet reconciliations, support month-end and year-end close, consolidate multi-company financials, lead junior accountants, assist with audits, and reconcile revenue to carrier and client agreements to provide management with accurate financial reporting and analysis.

Manage a portfolio of commercial trucking insurance accounts: review policies, process changes and renewals, coordinate with underwriters, conduct risk assessments, ensure DOT compliance, prepare documentation, resolve client issues, and implement retention strategies while maintaining accurate CRM records.

Sell insurance products to high-net-worth clients by meeting sales quotas, generating new business via calls and appointments, managing a book of business for renewals, collaborating with client service on placements, and using Trucordia sales tools and CRM to execute sales methodologies.

Lead and manage overall platform performance including P&L, growth, sales culture, recruiting producers, Salesforce adoption, KPI design, carrier relations, operations, finance reconciliation, branding migration, E&O prevention, and strategic acquisitions to expand the platform footprint.

Manage and service a commercial lines book: underwriting, renewals, risk analysis, placement recommendations, client relationship management, cross-selling, and producing proposals and presentations to retain and grow business.

Entry-level position in a structured Producer Development Program to learn insurance brokerage, sales, and client relationship management. Responsibilities include lead generation, supporting producers in client meetings, using Salesforce/CRM, completing licensing (P&C) within 60 days, and progressing toward a licensed Insurance Producer role through training and mentorship.

Sell commercial insurance by meeting quotas, prospecting and closing new business, managing and renewing a significant book of business, mentoring junior producers, collaborating with client service for placements, and using Trucordia sales tools and Salesforce for sales management.

Support outbound business development through cold calling and targeted email campaigns, maintain outreach records, collaborate with senior producers, participate in sales training, and pursue Property & Casualty licensing with potential commission opportunities.

Evaluate commercial clients' operations through on-site and virtual surveys, analyze loss history, prepare reports, recommend risk-reduction measures, deliver safety training, collaborate with underwriting and agents, develop corrective action plans, and maintain documentation and safety resources to improve client safety and underwriting outcomes.

Design and build full-stack features on a TypeScript/Next.js front end and cloud backend, integrate LLMs and third-party APIs, deploy and maintain Azure cloud infrastructure, ensure secure handling of secrets and CI/CD promotion across environments, partner with security, and troubleshoot production issues in a fast-paced small-team environment.