Teams at Trucordia

Serves as the primary client contact, managing new and renewal account placements across Property & Casualty and Life & Health 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. Collaborates with producers, senior client managers, and internal stakeholders to deliver accurate, timely client service.

Build and maintain dbt models and data pipelines feeding Snowflake from agency, CRM, HR, finance, and other sources. Onboard data sources, improve testing and observability, troubleshoot nightly runs, optimize Snowflake performance and costs, and contribute to governance controls. Develop backend data layers for internal applications, support CI pipelines, and collaborate with analysts and business stakeholders to deliver reliable, documented data models.

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.