Client Manager

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

We are seeking a dedicated and experienced Client Manager II to join our team in Sandy, United States. In this role, you will be responsible for managing and nurturing key client relationships, ensuring client satisfaction, and driving business growth.

• Serve as the primary point of contact for assigned clients, building and maintaining strong, long-lasting relationships
• Develop and implement tailored client retention strategies to maximize customer satisfaction and loyalty
• Collaborate with internal teams to ensure timely delivery of products and services that meet or exceed client expectations
• Conduct regular client meetings to understand their needs, address concerns, and identify opportunities for upselling or cross-selling
• Analyze client data and prepare comprehensive reports on account performance, trends, and growth opportunities
• Negotiate and manage contracts and service level agreements with clients
• Proactively identify and resolve client issues, escalating when necessary
• Stay informed about industry trends and best practices to provide valuable insights to clients
• Mentor junior client managers and contribute to the overall success of the client management team

• Bachelor's degree in Business Administration, Marketing, or related field
• 5+ years of experience in client management or a similar role
• Proven track record of managing and growing client relationships
• Strong communication and interpersonal skills with the ability to build rapport at all levels
• Excellent negotiation and conflict resolution abilities
• Proficiency in CRM software and data analysis tools
• Demonstrated project management skills and ability to handle multiple clients simultaneously
• Experience in developing and implementing client retention strategies
• Strong understanding of contract management and service level agreements
• Knowledge of industry trends and best practices in client management
• Professional certifications in client management or customer service (preferred)
• Ability to travel to client sites as needed

Please see our company Benefits:

• Medical, Dental, Vision 
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.  Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.