Trucordia

Client Partner

• Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight
• Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing
• Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions
• Oversee onboarding of new accounts, including collection and analysis of underwriting data
• Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently
• Manage endorsements, claims inquiries, audits, and other service items with high attention to detail
• Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities
• Mentor or support more junior account team members as needed
• Stay informed on industry trends, product offerings, and regulatory changes impacting clients

Client Manager – Group Benefits

Insurance

• Meet established sales goals on an annual basis
• Utilize Trucordia Crop Insurance sales and marketing tools to execute results-oriented activities
• Collaborate across the Platform to grow and service the book
• Maintain a notable book of business aligned with the Platform's growth strategy
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform

Crop Insurance Agent

Producer

• Meet established sales quotas on a monthly, quarterly, and annual basis, including organic growth
• Utilize Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business and retention
• Act as a subject matter expert in a chosen area of focus
• Continually manage a book of business to support high renewal rates
• Collaborate with Client Service to analyze renewal business and place new business accounts
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform

Senior Commercial Insurance Producer

Advisor

• Meet established sales quotas on a monthly, quarterly, and annual basis
• Utilize Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business
• Act as a subject matter expert in a chosen area of focus
• Manage a book of business to support high renewal rates
• Collaborate with Client Service to analyze renewal business and place new business accounts
• Follow Trucordia sales methodologies and best practices, including proper use of sales tools and the sales management platform

Senior Client Advisor – Commercial Lines

• Serve as the first point of contact for clients, providing prompt and professional service
• Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines
• Assist with gathering underwriting information and preparing submission materials
• Maintain strong carrier relationships to secure competitive quotes and solutions for clients
• Ensure successful renewal and retention of accounts through proactive service and relationship management
• Maintain accurate and up-to-date records in the AMS360 agency management system
• Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs
• Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately
• Report to the Operations Manager

Client Manager, Commercial Lines

• Meet established sales quotas on a monthly, quarterly, and annual basis
• Utilize Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business
• Act as a subject matter expert in a chosen area of focus
• Manage a book of business to support high renewal rates
• Collaborate with Client Service to analyze renewal business and place new business accounts
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform

Commercial Insurance Producer

• Meet established sales quotas on a monthly, quarterly, and annual basis
• Use Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business
• Act as a subject matter expert in a chosen area of focus
• Manage a book of business to support high renewal rates
• Collaborate with Client Service to analyze renewal business and place new business accounts
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform

Commercial Producer

Procurement

• Lead end-to-end sourcing initiatives across hardware, telecom, reseller management, professional services, and assigned indirect categories
• Develop and execute category strategies aligned to enterprise objectives
• Conduct market analysis, supplier assessments, benchmarking, and sourcing events
• Lead commercial negotiations and identify value creation opportunities
• Develop category strategies, supplier strategies, multi-year roadmaps, category playbooks, and governance approaches
• Maintain supplier segmentation, renewal and refresh visibility, preferred supplier and reseller programs, and category governance approaches
• Monitor OEM, distributor, reseller, carrier, connectivity, mobility, support, maintenance, and managed service markets
• Provide category intelligence, benchmarking insights, and strategic recommendations
• Translate enterprise technology, infrastructure, workplace, location, and growth priorities into category-level sourcing and supplier strategies
• Build trusted relationships across IT, Network, Infrastructure, Cybersecurity, Facilities, Finance, Legal, Operations, and other business functions
• Engage stakeholders to influence specifications, standards, demand plans, supplier decisions, commercial strategies, and implementation requirements
• Support supplier lifecycle management, performance management, renewal and refresh planning, and supplier optimization initiatives
• Develop and govern reseller strategies, including manufacturer alignment, channel selection, pricing transparency, discounts, rebates, deal registration, services, support, and escalation paths
• Negotiate hardware, telecom, mobility, connectivity, maintenance, warranty, support, managed services, implementation, and related professional services arrangements
• Support procurement policies, governance, operating model improvements, demand and asset lifecycle practices, tools, templates, and sourcing frameworks
• Analyze spend, supplier, inventory, asset, usage, circuit, location, contract, rate, renewal, refresh, and category data
• Develop executive-ready presentations, reporting, business cases, and recommendations
• Utilize Excel, Power BI, AI-enabled tools, and procurement technologies to improve business outcomes

Enterprise Hardware, Telecom & Reseller Strategic Sourcing Leader

• Lead sourcing initiatives across indirect spend categories
• Develop category strategies, supplier strategies, multi-year roadmaps, category playbooks, and governance approaches
• Maintain supplier segmentation, renewal visibility, preferred supplier programs, and category governance
• Monitor market trends, pricing movements, supplier innovation, risks, and industry developments
• Provide category intelligence, benchmarking insights, and strategic recommendations
• Translate enterprise business priorities into category-level sourcing and supplier strategies
• Build trusted relationships across Finance, Legal, IT, Cybersecurity, Facilities, HR, Marketing, Operations, and other business functions
• Engage stakeholders early to influence sourcing decisions and commercial strategies
• Support supplier lifecycle management, performance management, renewal planning, and supplier optimization
• Support procurement policies, governance, operating model improvements, tools, templates, and sourcing frameworks
• Analyze spend, supplier, contract, and category data
• Develop executive-ready presentations, reporting, business cases, and recommendations
• Utilize Excel, Power BI, AI-enabled tools, and procurement technologies to improve business outcomes
• Help create scalable sourcing capabilities, category management disciplines, supplier governance practices, technology-enabled processes, and data-driven decision making

Senior Leader, Indirect Strategic Sourcing

Operations

• Design, document, implement, and continuously improve procurement operating procedures and workflows
• Establish scalable processes for intake, sourcing, contracting, supplier onboarding, approvals, purchasing, renewal planning, supplier management, and governance
• Develop process maps, standard operating procedures, playbooks, templates, decision rights, service standards, and controls
• Identify process bottlenecks, unclear ownership, unnecessary handoffs, and rework, and implement practical solutions
• Lead procurement transformation and continuous improvement initiatives aligned to enterprise priorities
• Develop and manage implementation roadmaps, project plans, dependencies, risks, decisions, and change activities
• Establish KPIs and service measures for procurement effectiveness, efficiency, adoption, cycle time, and stakeholder experience
• Serve as business owner and functional lead for procurement workflow, intake, reporting, and related technology capabilities
• Partner with IT, Finance, Legal, Cybersecurity, and technology providers to improve configurations, integrations, data flows, controls, and user experience
• Identify automation and AI-enabled opportunities to reduce manual work, improve data quality, and support decision making
• Develop adoption plans, user guidance, training materials, and support processes for procurement tools and workflows
• Develop and maintain procurement intake standards, routing logic, triage processes, ownership models, and service expectations
• Establish governance for sourcing requests, supplier onboarding, contract workflows, renewals, technology acquisitions, and purchasing activities
• Monitor workflow performance, exceptions, aging, handoffs, and service levels and coordinate corrective actions
• Support procurement policy development, procedure alignment, controls, and enterprise adoption
• Develop procurement dashboards, reporting frameworks, operational metrics, and executive-ready insights
• Establish data definitions, ownership, quality standards, and reconciliation practices across procurement processes and systems
• Analyze activity, cycle time, demand, supplier, contract, savings, opportunity, adoption, and stakeholder data to identify improvement priorities
• Maintain transparent, auditable, and repeatable reporting
• Build trusted relationships across Finance, Legal, IT, Cybersecurity, Facilities, HR, Marketing, Operations, and other business functions
• Facilitate cross-functional process design, decision making, issue resolution, and adoption of new ways of working
• Communicate process changes and develop practical materials explaining requirements, roles, and next steps
• Support the procurement team with tools, training, standards, and operational guidance

Enterprise Procurement Operations Leader

• Lead end-to-end sourcing initiatives across software, cybersecurity, AI/SaaS, IT, professional services, and assigned indirect categories
• Develop and execute category strategies aligned to enterprise objectives
• Conduct market analysis, supplier assessments, benchmarking, and sourcing events
• Lead complex commercial negotiations and identify value creation opportunities
• Develop category strategies, supplier strategies, multi-year roadmaps, category playbooks, and governance approaches
• Maintain supplier segmentation, renewal visibility, preferred supplier programs, and category governance
• Monitor technology markets, licensing and consumption models, pricing movements, supplier innovation, risks, cybersecurity developments, and emerging AI solutions
• Provide category intelligence, benchmarking insights, and strategic recommendations
• Translate enterprise technology priorities into category-level sourcing and supplier strategies
• Build relationships across IT, Cybersecurity, Finance, Legal, Privacy, Operations, and other business functions
• Influence technology requirements, supplier decisions, commercial strategies, and build-versus-buy considerations
• Support supplier lifecycle management, performance management, renewal planning, supplier rationalization, and supplier optimization
• Negotiate software licensing, SaaS subscriptions, AI solutions, cybersecurity platforms, IT services, implementation services, and professional services arrangements
• Address pricing, usage and consumption commitments, renewal escalators, audit and true-up exposure, service levels, termination rights, data rights, and total cost of ownership
• Support procurement policies, technology acquisition governance, third-party risk requirements, operating model improvements, tools, templates, and sourcing frameworks
• Analyze technology spend, supplier, contract, licensing, usage, renewal, and category data
• Develop executive-ready presentations, reporting, business cases, and recommendations
• Utilize Excel, Power BI, AI-enabled tools, and procurement technologies to improve business outcomes

Senior Leader – Enterprise IT & Technology Strategic Sourcing

• Handle inbound and outbound calls to prospective clients
• Create a friendly and inviting atmosphere to discuss Aetna’s Medicare plans
• Clearly explain Medicare options, benefits, and enrollment processes
• Ensure clients feel informed and confident in their choices
• Understand each client’s unique needs and provide tailored solutions
• Foster trust and rapport with clients through an outgoing personality and cooperative attitude
• Track leads and follow up promptly
• Maintain accurate records of client interactions

Client Manager – Group Benefits

Crop Insurance Agent

Crop Insurance Agent

Crop Insurance Agent

Senior Commercial Insurance Producer

Senior Client Advisor – Commercial Lines

Client Manager, Commercial Lines

Commercial Insurance Producer

Commercial Producer

Enterprise Hardware, Telecom & Reseller Strategic Sourcing Leader

Senior Leader, Indirect Strategic Sourcing

Enterprise Procurement Operations Leader

Senior Leader – Enterprise IT & Technology Strategic Sourcing

Licensed Insurance Sales Agent – BPO