Account Manager - Employee Benefits

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 unrivaled 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.

We are seeking a dynamic Account Manager - Benefits to join our team in New York, United States. In this role, you will be responsible for managing key client relationships, developing strategic account plans, and ensuring exceptional customer satisfaction while driving business growth.

• Act as expert employer resource and work closely with our sales team, co-brokers and referral partners.
• Manage annual benefit renewal activities including pricing of benefit programs, analysis of options, and illustration of proposed benefit plans
• Assist with specific benefit related tasks and projects, including but not limited to, renewal documentation, file updates, compliance related items, and meeting preparation
• Liaison with benefit carriers and vendors on issue resolution and monitoring benefits service levels for clients
• Develop and maintain strong client relationships.  Schedule in person meetings at least 4 times per year.
• Strategize with clients on sales and renewals by analyzing and presenting to the client either by phone or in person.
• Communicate any industry changes including federal regulations, state regulations and carrier guidelines.
• Oversee quoting and spreadsheet presentations for all clients.  Cross sell other product lines upon renewal. 
• Manage open enrollment meetings, address benefit inquiries, and assist members with completion of paperwork.
• Complete new business and renewal carrier submissions while also executing all internal paperwork and procedures.
• Assist client service team as necessary with resolving any service issues
• Handle or delegate client inquiries regarding claims, enrollments, carrier guidelines, and applicable procedures.
• Take direction from Manager/Supervisor as needed.  Other assignments or responsibilities as may be necessary.

Travel to clients and to other Trucordia offices required - The ideal candidate must reside in the New York or Jersey area. This position is open to Hybrid/Remote. 

• 3-5 years of proven account management experience
• Bachelor's degree in Business, Marketing, or related field
• Excellent interpersonal and relationship-building skills
• Strong written and verbal communication abilities
• Demonstrated experience in strategic planning and project management
• Advanced negotiation and problem-solving skills
• Proficiency in CRM systems and Microsoft Office Suite
• Strong analytical and organizational abilities
• Excellent time management skills with ability to handle multiple priorities
• NY / NJ Life & Health licenses required 
• Delaware and/or Pa License a plus
• Computer proficiency required – MS Office suite, Excel, Word and Power Point required, Salesforce CRM a definite 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.