Client Advocate

Company DescriptionExtraordinary 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 ValuesWe 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.We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"?We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.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.Job DescriptionDuties and Responsibilities:Assist Account Managers with processing insurance transactions, including:New and renewal policy processingEndorsements, audits, cancellations, and restatementsMaintain up-to-date and accurate account information in the agency management systemRequest and track information from carriers as neededCollaborate with Client Executives and Client Managers on transactional service needsAssemble and format client information packets and deliverablesMonitor billing, payments, and reconciliation issuesAnalyze data and spreadsheets for internal and client useSupport document management, compliance checks, and reporting processesProactively identify and communicate any administrative issues or inconsistenciesQualificationsThis is an in-office position M-F from 7:30 a.m. to 4:00 p.m. There is no ability to work remotely.High school diploma or equivalentStrong attention to detail and organizational skillsProficiency with Proficiency with Microsoft 365Excellent written communication and task follow-throughInterest in the insurance industry and a willingness to learnAbility to work independently while taking direction from multiple team membersAdditional InformationPlease see our company Benefits:Medical, Dental, VisionLife Insurance and AD&DFSA / HSAAccidentCritical IllnessHospital IndemnitySupplemental Health InsuranceEAPPet Insurance11 Paid HolidaysFlexible PTO401KTrucordia Insurance Services, LLC and its affiliates (collectively, the "Company") is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.