What are the responsibilities and job description for the Client Advocate position at Trucordia?
Company 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
The Client Advocate 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 processing, documentation, and customer service tasks. The Client Advocate will work closely with Account Managers, Producers, and Underwriters to help maintain strong client relationships and ensure smooth daily operations.
This position is based in either our Sandy, UT or St. George, UT office. Candidates may reside in either location.
Duties And Responsibilities Include
Please see our company Benefits:
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.
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
- 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.
The Client Advocate 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 processing, documentation, and customer service tasks. The Client Advocate will work closely with Account Managers, Producers, and Underwriters to help maintain strong client relationships and ensure smooth daily operations.
This position is based in either our Sandy, UT or St. George, UT office. Candidates may reside in either location.
Duties And Responsibilities Include
- To effectively contribute to the insurance functions and procedures you will be responsible for working with the Client Service team to:
- Maintain Certain client shared claims documentation
- Claims Follow-Up on Certain higher profile clients
- Oversee the completion of work from our third party processing vendor
- Responsible for assisting team in servicing a commercial book of business
- Daily functions will include: certain client service aspects such as proposal creation and certificate issuance
- Monitor emails and phone inquiries to ensure timely responses.
- Serve as a team member backup as needed
- 2-4 years minimum experience in insurance industry
- Experience managing a faster paced book within real estate industry
- P&C license a plus - Any State
- Knowledge of Property & Casualty (P&C) Insurance a plus
- 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.
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.
Salary : $50,000 - $70,000
