Account Management Support Specialist

Extraordinary 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 Values

1. We 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.
2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
5. 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.

This individual will help secure a best-in-class customer experience for PWSC’s midsize accounts with a focus on account growth, retention, and upselling. The role requires a candidate with strong project management, customer service, and upselling skills. This ideal candidate is a process driven individual with the ability to proactively turn a customer’s need into an actionable solution.  They understand and can educate customers and other team members regarding the legal and business foundations for products their customers may purchase, including nuances between different warranty terms and conditions, and different language and procedures within the products designed to meet the clients’ objectives, This individual also is a great communicator who is capable of connecting with customers to ensure that their needs are met.

• Account Management for Midsize Builders
  Responsible for end-to-end management of midsize builder accounts, including onboarding, renewals, upselling, and retention, typically generating $10K–$50K annually or enrolling fewer than five homes per year.

• Enrollment Maintenance
  Ensures all account enrollments are current by resolving outstanding items and reconciling data with customer closing reports.

• Account Updates Execution
  Manages and implements account changes such as pricing, product updates, and renewals, coordinating with customers, CRM systems, and internal teams.

• Documentation & Technology Use
  Uses various technologies to compile and deliver essential client documentation like validation forms, enrollment forms, and reports.

• Special Project Support
  Provides administrative support for initiatives like reactivating dormant accounts and conducting audits.

• Industry & Company Awareness
  Stays informed on industry and company changes, communicates updates to clients, and advocates for customer needs within PWSC.

• Performance Metrics
  Meets or exceeds KPIs related to upselling, retention, growth, onboarding efficiency, and daily operational tasks.

• Excellent collaboration and project management skills
• Excellent written and oral communication skills
• Advanced organization and customer service skills
• Proven sales and account management/retention experience
• Proficiency with Microsoft Office Suite and CRM systems (Microsoft Dynamics experience is a plus)
• Ability to manage time effectively and allocate the right resources to competing priorities
• Currently holds or is willing to obtain property and casualty insurance licensing
• Willingness to travel (<15%)
• Willingness to work Eastern Standard Hours (9:00am-5:00pm)
• Prior experience with a home builder, warranty company, or insurance company is a plus
• Familiarity with the Challenger or Sandler sales methodology is a plus

Please see our company Benefits:

• Medical, Dental, Vision 
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.  Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.