Assistant to Client Loyalty Specialist

Extraordinary opportunity. Exceptional experience.

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.

With over 9,000 clients, Trade Risk Guaranty (TRG) a Trucordia company, specializes in innovative insurance and Customs bonds for international trade. We are looking for an Assistant to Client Loyalty Specialist to come join our team! 

•  Extensive telephone contact with international trade businesses: calling TRG clients to follow up and secure bond renewal; respond immediately to client inquiries and requests; provide information to enhance understanding and promote all available TRG products and services
•  Evaluate bonds and identify those that need Underwriting; refer to Underwriting and communicate all required information in a timely manner
•  E-mail: Send and reply to frequent messages accurately and in a timely manner. Send bond documents, bond number and thank you messages to renewing clients
•  Communicate effectively with CES, Underwriting, and management to ensure accurate and timely completion of renewal-related tasks (new accounts, underwriting needs, terminations, etc.)
•  Make calls and send e-mails for financial collection; refer termination accounts to CES for set up as needed
•  Complete all activities set in a timely manner; ensure self management over activities list 
•  Data entry: Accurately update/maintain TRG's Client database
•  Team interaction: Participate in the training of new Client Loyalty Specialists; participate in peer to peer team building; promote and regularly use TRGBlog.com
•  Perform all duties in a safe manner, in accordance with TRG's Safety Program
•  Assist in training of new Client Loyalty Staff
• Be available to assist in roles outside of the CLS department as needs arise. 

• Bachelor's degree or equivalent combination of experience/training
• Strong communication skills; ability to communicate clearly and effectively by e-mail, telephone, and in person 
• Ability to consistently provide exceptional customer service to clients; respond immediately to their requests and build strong relationships 
•  Ability to remain positive and assertive with clients as needed
•  Ability to consistently contribute positively as a team member
•  Ability to be very detail-oriented and successfully multi-task within time parameters
•  Ability to quickly become knowledgeable about TRG products and be comfortable promoting them 
•  Ability to be self-motivated to take initiative and be accountable for work: take ownership for quality and timeliness of work, and be self-motivated to follow through as needed
•  High level of comfort and competency using standard PC and basic software programs, including Outlook e-mail

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.