Group Medical Insurance Account Manager / Insurance Producer

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 highly motivated and detail-oriented Account Manager/Producer to join our team at Trucordia. The Account Manager/Producer will be responsible for generating new business opportunities, managing a portfolio of existing group medical accounts and ensuring client satisfaction. This role requires a deep understanding of group medical insurance carriers/products along with strong knowledge of ancillary products as well, excellent sales skills and the ability to build and maintain strong relationships. This position will work closely with clients to identify their insurance needs, provide tailored solutions, and offer ongoing support and service.

Duties and Responsibilities: 

• Build and maintain strong relationships with clients in a book of business.
• Manage all aspects of group medical renewal book of business and write new business.
• Act as the primary point of contact for client inquiries, policy changes, and new business.
• Identify opportunities for upselling or cross-selling insurance products to existing clients.
• Collaborate with team members to ensure client satisfaction and policy accuracy.
• Handle policy renewals and make necessary adjustments as needed.
• Maintain accurate client records and documentation.
• Stay up to date with this industry trends and changes in insurance regulations

• State of Washington Life & Health license required.
• Experience in group medical products as an Account Manager.
• Strong Knowledge of medical & Medicare Insurance.
• Exceptional Communication & Interpersonal Skills.
• Ability to work independently and manage workload effectively.
• Strong organizational and time-management abilities.
• Proficiency in Insurance Software and Microsoft Office Suite.

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.