Client Manager, Commercial Lines

Trucordia

$75K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-10 years of insurance account management experience, focusing on P&C and Life & Health.
  • Experience managing complex, multi-location accounts with minimal supervision.
  • Preferred background in Agriculture, Farm & Ranch, or Agribusiness insurance.
  • Proven leadership ability; experience mentoring or managing junior team members.
  • Exceptional client-facing communication and strategic consulting skills.
  • Proficiency in AMS360 and related tools.
  • Active P&C and/or Life & Health licenses; advanced certifications (CIC, CRM, CPCU) preferred.

Responsibilities

  • Serve as primary relationship manager for high-revenue P&C accounts.
  • Manage a diverse portfolio of Commercial Lines and Agricultural insurance clients.
  • Develop comprehensive service strategies tailored to each client's unique needs.
  • Oversee all client engagement activities, including renewals and policy audits.
  • Cultivate trusted advisor relationships with client executives.
  • Lead internal teams to ensure seamless service execution and client satisfaction.
  • Identify and pursue opportunities for program enhancements and cross-selling.
  • Ensure documentation integrity in AMS360 for compliance and audit readiness.
  • Stay informed on industry trends and legislative changes to enhance client advisement.
  • Facilitate client meetings and presentations for executive decision-makers.
  • Mentor and provide guidance to junior account management staff.

Benefits

  • Medical, Dental, Vision insurance
  • Life Insurance and AD&D
  • Flexible Spending Account (FSA) / Health Savings Account (HSA)
  • Accident and Critical Illness insurance
  • Hospital Indemnity insurance
  • Supplemental Health Insurance
  • Employee Assistance Program (EAP)
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible Paid Time Off (PTO)
  • 401K retirement plan
Full Job Description
Job Description

We are seeking a highly motivated and client-focused Client Manager to serve as the primary relationship manager for a diverse portfolio of Commercial Lines and Agriculture insurance clients. This role is responsible for building and maintaining strong client relationships, delivering exceptional service, and ensuring clients receive tailored insurance solutions that protect their businesses, operations, and long-term success.

The ideal candidate will have experience managing commercial insurance accounts, a strong understanding of agricultural risks and exposures, and a passion for providing consultative service. This individual will partner closely with producers, carriers, and internal service teams to drive client retention, growth, and overall satisfaction.

Duties and Responsibilities:
  • Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C.
  • Manage an assigned book of Commercial Lines and Agriculture/Farm & Ranch insurance clients.
  • Develop and implement comprehensive account service strategies tailored to each client's industry, risk profile, and business goals.
  • Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy.
  • Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure.
  • Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction.
  • Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization.
  • Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit.
  • Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement.
  • Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers.
  • Mentor junior account management staff, providing training, technical guidance, and performance feedback.


Qualifications
  • Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty and Life & Health.
  • Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision. Strong knowledge of insurance markets, risk management strategies, and advanced policy structures.
  • Experience supporting Agriculture, Farm & Ranch, Agribusiness, or related insurance programs preferred.
  • Proven leadership skills, with experience mentoring or managing support staff or junior team members.
  • Excellent client-facing communication, presentation, and strategic consulting skills.
  • Proficient in AMS360 and other relevant tools and platforms.
  • Active P&C and/or Life & Health licenses required; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred.
  • Ability to handle high-pressure situations with poise and a client-first mindset.


Additional Information

Please see our company Benefits:
  • Medical, Dental, Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

Trucordia 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.

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