About this role
Client Manager II - Benefits at Trucordia. Location: San Mateo, California, United States. Role: managing clients, leading renewals, mentoring staff Requirements: 3–5 years insurance account management experience in Life & Health, active Life & Health insurance license, proficiency with Salesforce/agency systems, strong communication, negotiation, and underwriting knowledge. Category: Business Development Seniority: Mid Level Tools: Salesforce Certifications: life & health, cebs, gba, rhu, cbp, phr, sphr, csfs Commitment: Full Time Workplace: Hybrid Languages: English