Client Service Specialist

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 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

We are seeking a detail-oriented and client-focused Client Service Specialist to join our growing team! As a Client Service Specialist you will be the primary point of contact for clients, ensuring their needs are met with professionalism, efficiency, and a strong understanding of insurance products and services. The ideal candidate thrives in a fast-paced environment and is committed to delivering exceptional service and support to both clients and internal teams.

Duties and Responsibilities: 

• Serve as the first point of contact for client inquiries via phone, email, or in person.
• Respond to inbound calls for new sales and post-sales service
• Follow up with warm leads and provide email /chat support.
• Perform administrative tasks, including proofreading, research, and mailing.
• Handle miscellaneous tasks related to insurance agency operations.
• Undertake other assigned projects to contribute to team success.
• Maintain and update client records in agency management systems.
• Contribute to continuous process improvements in client service delivery.

Qualifications

• High school diploma or equivalent required.
• Minimum of 1 year of experience in a customer service role, preferably in the insurance industry.
• Insurance license: Active Life Accident & Health
• Strong knowledge of insurance products, policies, and terminology.
• Excellent communication, interpersonal, and problem-solving skills.
• Proficiency in Microsoft Office and agency management software (e.g., Applied Epic, AMS360) preferred.
• Ability to multitask, prioritize, and manage time effectively in a dynamic environment.
• High attention to detail and commitment to accuracy.
• Bilingual (Spanish & English) preferred.

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 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.