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Trucordia · 4 hours ago

Client Manager III

Bakersfield, CA

Full-time

Onsite

Senior Level

7+ years exp

Trucordia is a rapidly growing insurance brokerage that values exceptional client experiences and team collaboration. The Client Manager III will serve as the lead relationship manager for high-revenue accounts, develop tailored account service strategies, and oversee client engagement while mentoring junior staff.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

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 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

Qualification

Insurance account managementProperty & CasualtyLife & HealthAMS360 proficiencyLeadership skillsClient communicationStrategic consultingRisk management strategiesAdvanced certifications

Required

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

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