About this role
Client Manager II - Benefits at Trucordia. Location: San Diego, California, United States. Role: managing clients, leading renewals, mentoring staff Requirements: 3+ years life & health insurance account management experience; active life & health insurance license; proficiency with Salesforce or agency management systems; strong communication, negotiation, and underwriting knowledge; preferred industry designations. Category: Sales Seniority: Mid Level Tools: Salesforce, agency management system Certifications: life & health insurance, cebs, gba, rhu, cbp, phr, sphr, csfs Commitment: Full Time Workplace: Hybrid Languages: English