Job 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

Reports To: VP of Operations

Duties and Responsibilities:

Operational Leadership & Oversight

• Oversee day-to-day operations of the local offices, including client service, administrative processes, and compliance with internal procedures.
• Ensure consistent adherence to standard operating procedures and support continuous process improvement across all functions.
• Monitor and manage office efficiency, resource allocation, and service delivery to meet internal service standards. Support onboarding and training of new hires in operational protocols and systems use, particularly AMS360.
• Act as a local liaison with HR, IT, Compliance, and Facilities departments as needed.

Technology & Reporting

• Serve as the office’s subject matter expert (SME) for AMS360, providing user support, troubleshooting, workflow optimization, and training.
• Act as the go-to resource for all technology and system-related questions, including peripheral platforms used in service operations.
• Generate and analyze operational and performance reports to inform local management and support decision-making.
• Partner with the central operations team to roll out and implement system upgrades, new tools, or reporting enhancements.

Leadership & Collaboration

• Collaborate with Client Management Leaders and Producers to ensure service expectations are met and maintained.
• Support cross-functional alignment between client-facing and administrative teams to streamline operations. Mentor and support client service and administrative staff, helping to build operational discipline and team capability.
• Coordinate with other Operations Managers and the VP of Operations to ensure consistent practices across Platform offices.

Multi-Office Support

• Provide oversight and operational support for additional office locations within the designated Platform as assigned.
• Conduct regular check-ins, site visits (if applicable), and performance reviews with those offices to ensure alignment and operational success.

Qualifications

• Minimum 10 years of experience in insurance office operations, including at least 5 years in a management or supervisory role.
• Deep expertise in agency management systems, with advanced proficiency in AMS360 required.
• Strong understanding of commercial and personal insurance workflows and administrative support functions. Excellent organizational, analytical, and problem-solving skills.
• Proven leadership abilities and experience managing cross-functional teams.
• Strong communication skills with the ability to work effectively across departments and at all levels of the organization.
• Proficient in Microsoft Office Suite, reporting tools, and related insurance industry software.
• Bachelor's degree preferred; insurance designations (e.g., CIC, ARM, AAI) a plus.

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.

Job Tags

Full time, Work at office, Local area, Flexible hours,

Similar Jobs