Job Description

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.

Job Description

The Account Assistant provides administrative and operational support to the account management team, ensuring efficient handling of insurance policies and client services. This role is ideal for someone looking to gain experience in the insurance industry while assisting with policy processing, documentation, and customer service tasks. The Account Assistant will work closely with Account Managers, Producers, and Underwriters to help maintain strong client relationships and ensure smooth daily operations.

 

Duties and Responsibilities: 

• Responsible for servicing a commercial book of business within our Executive Liability and Finance Products unit.
• Daily functions include: invoicing, client communications, follow up on renewals and quotes and prepare proposals.
• Review and verify policy documents for accuracy before distribution to clients.
• Issue and update certificates of insurance upon client requests.
• Assist in tracking client payments and coordinating with accounting to ensure timely processing.
• Monitor emails and phone inquiries to ensure timely responses.

Qualifications

• 2-4 years minimum experience in insurance industry
• Experience managing a faster paced book within real estate industry
• State of California P&C license required.
• Strong Knowledge of Property & Casualty (P&C) Insurance.
• Exceptional Communication & Interpersonal Skills.
• Ability to work independently and manage workload effectively.
• Strong organizational and time-management abilities.
• Proficiency in Insurance Software, Microsoft Office Suite and data manipulation in excel.

Preferred

qualifications

include:

• Knowledge and experience within a brokerage and real estate accounts
• Professional Liability designation

Additional Information

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

Compensation: ($48,000-$52,000) — final compensation will be based on experience and

qualifications

.

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.

Job Tags

Holiday work, Full time, Flexible hours,

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