Customer Service Representative - job 1 of 4

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.

Customer Service Representatives (CSRs) play a key role in supporting client needs and maintaining positive relationships throughout the season. This position involves assisting clients with general inquiries, providing helpful information, and ensuring smooth communication between clients and the company. The ideal candidate is organized, dependable, and comfortable working in a fast-paced environment.

Duties and Responsibilities: 

• Use web-based tools and systems to assist with client inquiries and account information
• Provide information about self-service tools, member resources, and wellness programs
• Call on campaigns for delinquent accounts monthly to support retention and compliance
• Participate in the Better You Rewards campaign and other outreach efforts as assigned by the manager
• Follow up with clients to ensure satisfaction with services
• Identify and resolve client account issues or inconsistencies
• Perform outbound calls to clients as directed by management
• Escalate client concerns when needed for further support
• Collaborate with team members to ensure efficient service delivery
• Perform general office and customer service duties as assigned by the manager

• Prior customer service or office experience preferred
• Strong communication and organizational skills
• Comfortable using computers, basic office software, and online platforms
• Dependable, detail-oriented, and team-focused
• Ability to multitask and work independently when needed

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.