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
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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.
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We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
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We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
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We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
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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 Client Services & Operations Leader will oversee the operational and service functions for the Agriculture Platform, with a primary focus on leading the Account Management and CSR teams to deliver the Trucordia Commitment to Client Experience, achieving Platform targets for growth, client retention, and profitability. This role will report to the Senior Vice President over the Platform.
Duties and Responsibilities
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Lead, manage, and mentor the Account Management teams throughout the Platform to ensure consistent and high-quality service delivery of the Trucordia value proposition to clients.
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Develop training programs, performance metrics, and career development plans to enhance team skills and engagement, utilizing Trucordia tools, IT, methodologies, and programs wherever possible.
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Build a culture of accountability, collaboration, and client-focused excellence across the service teams.
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Implement Trucordia-approved tools, technology, and best practices to continuously improve client servicing efficiency and outcomes.
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Collaborate with peers across other Platforms to align on best practices, share insights, and drive consistency in service delivery across Trucordia nationally.
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Analyze workflows and identify opportunities for operational improvements to drive consistency across the platform.
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Contribute to enterprise-level projects that enhance client servicing capabilities and operational performance.
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Coordinate with other departments (Sales, Carrier Relations & Operations, Claims, IT) to align operational goals and initiatives, including migrating systems to Trucordia standard IT wherever possible.
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Track and analyze service metrics, providing actionable insights to leadership on team performance, client satisfaction, and operational efficiency.
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Develop and present regular reports on service quality, team productivity, and client outcomes.
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Ensure adherence to E&O prevention procedures and work to mitigate exposures across all Platform operations.
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Ensure service delivery and operational excellence aligned with the unique needs of the Agriculture platform, including crop and agribusiness clients.
Qualifications
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7–10+ years’ experience in insurance operations, account management, or client service leadership.
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Strong knowledge of property and casualty insurance, including commercial and personal lines.
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Experience supporting or leading within an Agriculture platform or agribusiness-related insurance segment preferred.
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Crop insurance experience strongly preferred, including familiarity with federal crop insurance programs and agribusiness risk management solutions.
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Crop insurance license preferred
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Industry designations such as CISR, CIC, etc. preferred.
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Bachelor’s Degree in Business Administration, Entrepreneurship, Insurance, Finance, or related field required; Master’s Degree preferred.
Additional Information
Please see our company Benefits:
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Medical, Dental, Vision
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Life Insurance and AD&D
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FSA / HSA
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Accident
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Critical Illness
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Hospital Indemnity
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Supplemental Health Insurance
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EAP
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Pet Insurance
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11 Paid Holidays
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Flexible PTO
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401K
Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
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.
