Demo

Commercial Lines Clerk

Trucordia
Dallas, TX Full Time
POSTED ON 3/7/2025
AVAILABLE BEFORE 5/7/2025
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 in 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 Summary:
We are seeking a detail-oriented and organized Commercial Lines Clerk to support our commercial insurance team. In this role, you will assist in processing policies, maintaining client records, and ensuring accurate documentation. This is a great opportunity for someone looking to grow in the insurance industry.

Duties and Responsibilities:
  • Process policy documents, endorsements, and renewals
  • Maintain accurate and up-to-date client records
  • Assist with policy billing, invoicing, and premium payments
  • Provide administrative support to commercial lines account managers and underwriters
  • Respond to client inquiries and assist with policy changes
  • Prepare reports and documentation as needed
  • Ensure compliance with company and industry standards
Qualifications:
  • Prior experience in insurance or administrative support (preferred but not required)
  • Strong attention to detail and organization skills
  • Excellent communication and customer service abilities
  • Ability to multitask and prioritize workload efficiently
  • Proficiency in MS Office Suite
  • Experience with insurance software (a plus)
Benefits:
  • Medical, Dental, Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident & Critical Illness
  • Hospital Indemnity
  • Pet Insurance
  • 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.

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