Account Manager - job 1 of 3

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 to join our team in Lindon, United States. In this role, you will be responsible for managing key client relationships, ensuring customer satisfaction, and driving business growth through effective account management strategies.

• Develop and maintain strong, long-term relationships with assigned client accounts
• Create and implement strategic account plans to maximize client retention and growth
• Monitor and analyze client account metrics to identify opportunities for expansion
• Serve as the primary point of contact for key accounts, addressing inquiries and resolving issues promptly
• Collaborate with internal teams to ensure delivery of products/services according to client expectations
• Conduct regular client meetings to understand their needs and present solutions
• Prepare and deliver quarterly business reviews to showcase account performance
• Identify and pursue cross-selling and upselling opportunities within existing accounts
• Maintain accurate client records and documentation in the CRM system
• Develop and track account-specific KPIs and success metrics

• 3-5 years of proven account management experience
• Exceptional interpersonal and relationship-building skills
• Strong written and verbal communication abilities
• Demonstrated experience in client retention and growth strategies
• Proficiency in CRM software and Microsoft Office Suite
• Excellent project management and organizational skills
• Strong analytical and problem-solving capabilities
• Proven negotiation and conflict resolution skills
• Ability to prioritize multiple tasks and meet deadlines
• Experience in developing and presenting business reviews
• Strong business acumen and strategic thinking abilities
• Team player mentality with excellent collaboration skills

All your information will be kept confidential according to EEO guidelines.

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.