Client Manager III

Trucordia

. Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines .

Posted 10/26/2026full-timeRemote • California • United StatesSeniorLead💰 $105,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex insurance accounts, with a focus on Property & Casualty and Life & Health lines. Proven ability to develop tailored account service strategies, lead teams, and maintain compliance and documentation integrity.

Highest-signal resume keywords

Insurance Account ManagementProperty & Casualty ExpertiseLeadership and MentoringClient-Facing CommunicationAMS360 Proficiency

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account Service StrategiesRisk Management StrategiesPolicy AuditsCoverage NegotiationsClaims AdvocacyCross-SellingCoverage OptimizationInsurance Market KnowledgeProposal DevelopmentClient Stewardship

Soft Skills

Strategic ConsultingPresentation SkillsClient-First MindsetPoise Under PressureRelationship Management

Tools & Technologies

AMS360

Certifications & Qualifications

Active P&C LicenseCICCRMCPCU

Industry Keywords

Insurance TrendsLegislative DevelopmentsMarket ConditionsMulti-Location AccountsAudit Readiness

About the role

Key responsibilities & impact

Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines
Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals
Manage and oversee renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy
Cultivate trusted advisor status with client executives on risk mitigation and insurance program structure
Lead internal servicing teams, coordinating Client Managers I/II, Producers, and support staff
Anticipate client needs and identify opportunities for program enhancements, cross-selling, and coverage optimization
Oversee account documentation integrity in AMS360, ensuring accuracy, compliance, and audit readiness
Stay abreast of insurance trends, legislative developments, and market conditions
Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers

Requirements

What you’ll need

Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty
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
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 preferred
Active P&C license required
Advanced certifications such as CIC, CRM, or CPCU strongly preferred
Ability to handle high-pressure situations with poise and a client-first mindset

Benefits

Comp & perks

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