Remotery

Client Manager, Parcel Division

atTrucordiaRemoteUS flagConnecticutFull-timeClient PartnerSeniorLead$80k – $100k/year

Posted Aug 7

This is a fully remote position, open to applicants in Connecticut.

📋 Description

• Act as the primary relationship manager for a portfolio of intricate, high-revenue accounts in either P&C or Life & Health sectors.

• Create and execute detailed account service strategies customized to each client’s industry, risk profile, and business objectives.

• Oversee renewals, engage in marketing with carriers, conduct coverage negotiations, perform policy audits, and advocate for claims.

• Serve as a consultative partner on risk management and the structure of insurance programs.

• Lead internal service teams and coordinate with Client Managers I/II, Producers, and support personnel.

• Spot opportunities for program improvements, cross-selling, and coverage optimization.

• Ensure the accuracy, compliance, and audit readiness of account documentation within AMS360.

• Keep abreast of emerging insurance trends, legislative changes, and market dynamics.

• Engage in client stewardship meetings, proposal formulation, and executive presentations.

• Provide mentorship to junior account management personnel through training, technical support, and performance evaluations.


⛳️ Requirements

• At least 7-10 years of experience in insurance account management.

• Proven success in Property & Casualty and Life & Health insurance.

• Experience managing complex, multi-location, or industry-specific accounts with minimal oversight.

• Strong understanding of insurance markets, risk management approaches, and advanced policy frameworks.

• Experience in mentoring or overseeing support staff or junior team members.

• Exceptional client-facing communication, presentation, and strategic consulting abilities.

• Proficient in AMS360 and other pertinent tools and platforms.

• Active P&C and/or Life & Health licenses are required.

• Advanced certifications such as CIC, CRM, or CPCU are highly preferred.

• Capable of managing high-pressure scenarios with composure and a client-focused approach.


🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life Insurance and AD&D

• FSA / HSA

• Accident insurance

• Critical Illness insurance

• Hospital Indemnity

• Supplemental Health Insurance

• EAP

• Pet Insurance

• 11 Paid Holidays

• Flexible PTO

• 401K

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