Client Management Team Leader-Personal Lines
3 days ago
Camden
Job DescriptionCompany 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 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 • 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., • We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company., • We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?, • We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve., • 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 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., • 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., • 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., • 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.Qualifications, • 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. 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
