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Insurance With Ams360 Jobs in California (NOW HIRING)

APR

Commercial Lines Account Manager

Orange, CA · On-site +1

$70K - $90K/yr

... consult with clients on policy changes and risk management concerns. This position will be ... AMS360 preferred. Knowledge of Insurance and/or Brokerage business Technical knowledge of product ...

Trucordia

Client Manager Commercial Lines

Bakersfield, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Proficient in AMS360. * Active P&C insurance license * Detail-oriented with strong time management skills and the ability to work independently. Additional Information Please see our company Benefits:

Trucordia

Client Manager, Commercial Lines

Bakersfield, CA · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Minimum 7-10 years of insurance account management experience, with a strong track record in ... Proficient in AMS360 and other relevant tools and platforms. * Active P&C and/or Life & Health ...

Trucordia

Client Manager - Commercial Lines

Westlake Village, CA · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Proficient in AMS360 or comparable agency management systems. * Active insurance license(s) in applicable lines (P&C and/or L&H) required. * Detail-oriented with strong time management skills and the ...

APR

Commercial Lines Account Manager

Ontario, CA

$75K - $90K/yr

Experience with Applied (TAM or EPIC) or AMS360 is preferred. * Industry Knowledge: A solid understanding of the Insurance and/or Brokerage business. * Technical Skills: Proficiency in Microsoft ...

Trucordia

Client Manager, Commercial Lines

Bakersfield, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Minimum 7-10 years of insurance account management experience, with a strong track record in ... Proficient in AMS360 and other relevant tools and platforms. * Active P&C and/or Life & Health ...

Trucordia

Client Manager, Commercial Lines

Bakersfield, CA · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Minimum 7-10 years of insurance account management experience, with a strong track record in ... Proficient in AMS360 and other relevant tools and platforms. * Active P&C and/or Life & Health ...

Trucordia

Client Manager, Commercial Lines

Bakersfield, CA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Minimum 7-10 years of insurance account management experience, with a strong track record in ... Proficient in AMS360 and other relevant tools and platforms. * Active P&C and/or Life & Health ...

Trucordia

Client Manager - Commercial Lines

Westlake Village, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Proficient in AMS360 or comparable agency management systems. * Active insurance license(s) in applicable lines (P&C and/or L&H) required. * Detail-oriented with strong time management skills and the ...

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Showing results 21-40

All JobsInsurance With Ams360 JobsInsurance With Ams360 Jobs in California

Insurance With Ams360 information

See California salary details

$30.6K

$57.4K

$85.4K

How much do insurance with ams360 jobs pay per year?

As of Aug 13, 2026, the average yearly pay for insurance with ams360 in California is $57,436.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $65,600.00 per year, depending on experience, location, and employer.

What is insurance with AMS360?

Insurance with AMS360 refers to the management and administration of insurance policies, clients, and agency operations using the AMS360 management system. AMS360 is a popular agency management software developed by Vertafore that streamlines workflows for independent insurance agencies. It helps agencies handle customer information, track policies, process renewals, generate reports, and manage accounting, all in one platform. This system is widely used to improve efficiency, accuracy, and customer service in the insurance industry.

What is the difference between Insurance With Ams360 vs Insurance Agent?

AspectInsurance With Ams360Insurance Agent
CredentialsTypically requires licensing and industry certificationsRequires state licensing and often certifications
Work EnvironmentOffice-based, using software like Ams360 for policy managementOffice or client-facing, involving direct customer interaction
Industry UsageUsed by agencies for policy administration and CRMUsed by professionals selling and managing insurance policies

Insurance With Ams360 is a software platform used by insurance agencies to manage policies, whereas an Insurance Agent is a professional who sells and manages insurance policies. While both roles require licensing, the software focuses on administrative tasks, and the agent interacts directly with clients. Understanding these differences helps clarify the distinct functions within the insurance industry.

What are the key skills and qualifications needed to thrive as an insurance professional using AMS360?

To thrive as an Insurance Professional using AMS360, you need a solid understanding of insurance products, policy management, and industry regulations, typically supported by relevant licenses such as a Property & Casualty Insurance License. Proficiency in AMS360 agency management software, as well as familiarity with CRM systems and digital document management tools, is crucial. Strong attention to detail, organizational skills, and effective communication set top performers apart in this role. These skills ensure accurate policy processing, regulatory compliance, and excellent client service in a competitive insurance environment.

What are some common challenges faced by insurance professionals working with AMS360, and how can they be managed?

Insurance professionals using AMS360 often face challenges such as adapting to frequent software updates, ensuring data accuracy, and streamlining workflows within the platform. Successfully managing these challenges typically involves staying up-to-date with training resources, leveraging support from the AMS360 community, and collaborating closely with team members to share best practices. Many agencies also designate 'super users' or system administrators to help resolve technical issues and provide ongoing support, fostering a smoother workflow for the entire team.
What are popular job titles related to Insurance With Ams360 jobs in California? For Insurance With Ams360 jobs in California, the most frequently searched job titles are:
What job categories do people searching Insurance With Ams360 jobs in California look for? The top searched job categories for Insurance With Ams360 jobs in California are:
What cities in California are hiring for Insurance With Ams360 jobs? Cities in California with the most Insurance With Ams360 job openings:
Insurance With Ams360 jobs near you

Licensed Insurance Client Manager - Commercial Lines

Trucordia

Woodland Hills, CA • On-site

$80K - $107K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Company 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 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
The Client Manager supports the middle market Client Executives in a quickly growing culture of collaboration, mentorship and internal mobility. As part of the commercial team, the Client Manager is responsible for client service and internal support consistent with strong insurance industry standards.
Responsibilities include, but are not limited to, the following:
  • Assist the Account Executive with the account life cycle consistent with industry standards.
  • Manage client documentation:
    • Invoicing
    • Binders
    • Policies, endorsements
    • Certificates of Insurance
    • Surplus Lines Compliance
  • Contribute to Client Retention through excellent service and follow through.
  • Build and maintain market relationships assisting the Account Executive with marketing activities pre- and post-renewal.
  • Prepare written correspondence, reports and analysis as needed and document all correspondence by attaching it in the agency management system (AMS360)
  • Work with and assist accounting department on clients' aged receivables and account reconciliation
  • Assist team with various presentation preparations, and other projects as assigned.
  • May report to either Woodland Hills, CA or Corona, CA offices

Qualifications
  • CA P&C Broker License
  • Minimum 3-5 years' insurance industry experience
  • Experience using AMS360 preferred
  • High School Diploma/GED. Bachelor's' degree preferred, but not required
  • Excellent verbal and written communication skills
  • Proficiency in MS Office tools (Word, Outlook, Excel, and PowerPoint)
  • Ability to multitask and work in a fast-paced environment.
  • Legal work authorization in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

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

Compensation: $80,000-$107,000 commensurate on experience
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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