Client Management Team Leader-Personal Lines (Insurance)

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.

As a Client Management Team Leader for Trucordia’s Pennsylvania region, you will lead, mentor, and develop a team of Personal Lines Client Managers to deliver exceptional, compliant service that drives client satisfaction and long-term retention. You will focus on strengthening renewal outcomes, implementing service best practices, and ensuring consistent delivery of Trucordia’s value proposition. This position requires a results-oriented leader who is passionate about client experience, team development, and operational excellence within a regulated environment.

Duties and Responsibilities:

Team Leadership & People Management:

• Directly manage a team of Client Managers (I–III) and Client Executives across varying levels of complexity and specialization. 
• Oversee daily operational workflows, ensuring timely and accurate service delivery across all client accounts.  Conduct regular performance evaluations, provide constructive feedback, and support career development plans for team members.
• Manage timekeeping, timecard approval, and PTO requests in accordance with company policies.
• Act as the primary point of contact for employee relations matters, escalating as needed to HR and senior leadership.
• Facilitate regular team meetings, one-on-ones, and employee check-ins to support engagement and communication.

Operational Oversight:

• Maintain oversight of workload distribution and ensure appropriate resource allocation across accounts and team members.
• Identify and implement process improvements to enhance team efficiency and service quality.
• Ensure compliance with agency procedures, regulatory standards, and service level agreements.
• Serve as the subject matter expert and lead trainer on the use of AMS360, agency tools, and operational protocols.
• Establish and enforce adherence to standard operating procedures and best practices across all servicing roles.

Mentorship & Training:

• Provide ongoing coaching, mentorship, and technical support to team members at all levels.
• Lead onboarding and training of new hires, ensuring a structured ramp-up in both technical skills and company culture.
• Champion continuous learning, including identifying training needs and coordinating internal or external development opportunities.

Strategic Support:

• Partner with producers, senior leadership, and carrier representatives to support complex or escalated client situations.
• Analyze performance metrics, client satisfaction scores, and workflow efficiencies to inform management decisions.
• Assist in the development of departmental goals, operational KPIs, and service excellence initiatives.

• 7-10+ years of experience in insurance account management, including prior supervisory or leadership experience.
• Strong knowledge of Property & Casualty and Life & Health insurance, including large and complex account types. Demonstrated ability to manage and motivate high-performing service teams.
• Excellent organizational, communication, and interpersonal skills.
• Proficient in AMS360 or similar agency management systems.
• Strong analytical skills with the ability to use data to inform decisions and drive improvements.
• Insurance licenses in applicable lines (P&C and/or L&H) required. Advanced designations such as CIC, CRM, CPCU preferred.
• Experience in developing and enforcing standard operating procedures and staff training programs.

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.