Commercial Lines Administrative Support

 

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

We are seeking a highly organized and detail-oriented Commercial Lines Administrative Support professional to join our growing insurance team. This role is essential in providing administrative and operational support to the Commercial Lines Department, assisting brokers in managing client data, processing policy requests and ensuring a seamless client experience. The ideal candidate will have strong organizational skills, excellent communication abilities, and a proactive approach to problem-solving. This is a great opportunity to gain knowledge and exposure into the Commercial Lines insurance space!

 

Duties and Responsibilities:

• Assist Commercial Lines Producers in handling daily administrative tasks including managing client data and preparing paperwork.
• Prepare, process, and manage insurance documents, including policy applications, endorsements, renewals, and certificates of insurance (COIs).
• Maintain and update client records in agency management systems (AMS360, Applied Epic, or similar).
• Monitor and follow up on outstanding documents, signatures, and compliance requirements.
• Accurately input and maintain policy and client information in agency management systems.

Qualifications

• Required to work on Eastern Standard Time.
• Minimum 1-2 years of administrative support experience (insurance industry experience preferred).
• Strong attention to detail and accuracy.
• Excellent organizational and time-management skills.
• Ability to handle multiple tasks and meet deadlines in a fast-paced environment.
• Strong verbal and written communication skills.
• Ability to work both independently and collaboratively.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with agency management systems (AMS360, Applied Epic, or similar).

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

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.