Full-Time
Account Manager
Commercial Lines
Updated on 9/3/2026
Trucordia
National insurance brokerage offering risk management
No salary listed
Orem, UT, USA
Hybrid
Hybrid role; some on-site days in Lindon, Utah.
 Insurance (1) |
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- 1–2 years of experience in insurance, customer service, or a related field preferred
- Active P&C Insurance License or L&H Insurance License
- Active state-issued Insurance license (P&C and/or L&H) required
- Strong interpersonal and communication skills, both written and verbal
- Proven ability to manage multiple tasks and priorities in a deadline-driven environment
- Must be detail-oriented with strong organizational skills
- Serve as the first point of contact for clients, providing prompt and professional service
- Manage the placement of new and renewal accounts with carrier partners
- Assist with gathering underwriting information and preparing submission materials
- Maintain strong carrier relationships to secure competitive quotes and solutions for clients
- Ensure the successful renewal and retention of accounts through proactive service and relationship management
- Maintain accurate and up-to-date records in the AMS360 agency management system
- Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs
- Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately
- Familiarity with AMS360 or similar agency management systems is a plus
Trucordia is a national insurance broker that acquires independent agencies to offer a full range of risk management and insurance products, including commercial and personal property & casualty, life and health, employee benefits, and workers’ compensation. It grows by buying agencies and integrating them into a national platform while keeping local, personalized service. Revenue comes from commissions and fees on insurance products sold. Its goal is to expand through acquisitions, broaden coverage, and build scale and financial flexibility while serving diverse clients with regional and sector-based operations.
Company Size
N/A
Company Stage
N/A
Total Funding
N/A
Headquarters
N/A
Founded
N/A
Simplify's Take
What believers are saying
- August 2026 Shipley & Pease expands Trucordia into high-margin professional liability.
- June 2026 Hecht-Stout and Idaho deals widen commercial, personal, and regional distribution.
- Jay Green’s CFO arrival from Goldman Sachs strengthens capital allocation and treasury.
What critics are saying
- Carlyle’s June 2025 reset still leaves execution pressure after rapid leverage reduction.
- Dozens of acquisitions raise integration failures, producer defections, and carrier-term repricing.
- Private-credit dependence creates refinancing risk if 2027 brokerage growth slows.
What makes Trucordia unique
- Trucordia’s 2024 rebrand and 200-plus offices preserve local broker relationships under one platform.
- Felix Morgan paired MBO discipline with Carlyle’s June 2025 deleveraging capital.
- Shipley & Pease adds AE ProNet specialty depth in architects-and-engineers liability.
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Benefits
Health Insurance
Paid Vacation
Paid Sick Leave
Flexible Work Hours
Remote Work Options
401(k) Retirement Plan
401(k) Company Match
Wellness Program
Mental Health Support
Conference Attendance Budget
Professional Development Budget
Stock Options
Company Equity
Family Planning Benefits
Fertility Treatment Support
Adoption Assistance
Childcare Support
Tuition Reimbursement
Professional Certification Support
Mentorship Program
Phone/Internet Stipend
Home Office Stipend
Remote Work Options
Company News
Savino leaves Trucordia to lead Australian cyber MGA's US launch. A veteran of the independent agency channel takes charge as Emergence brings its Australian underwriting model to American small business. Keith Savino (pictured), one of the most recognizable figures in the US independent agency channel, has taken charge of the American launch of Emergence Insurance, an Australian cyber underwriting agency entering a small business segment that domestic carriers have spent two years trying to crack. Emergence announced the launch on Tuesday through its website and LinkedIn. Emergence U.S. will target small and mid-sized organizations with an agent-focused distribution model - a deliberate choice, and the reason the leadership appointment carries as much signal as the launch itself. Savino spent 37 years in the industry, most recently as managing partner and national cyber practice leader at Trucordia. He is a past president of the National Association of Professional Insurance Agents and has chaired AUGIE, NetVU and CPIA, work that put him at the center of the standards and connectivity efforts independent agencies depend on. That résumé is not a conventional MGA hire. It is a distribution asset, and it tells agents that Emergence intends to sell through them rather than around them. A crowded segment, and what makes this entrant different. The SME cyber market is not short of competitors. Amwins launched its Cyber+ product for the segment in late 2025. Willis Towers Watson built a North American SME solution with self-service quoting for businesses under $50 million in revenue. UK-based MGA Starpeak brought a micro and small enterprise product with round-the-clock technical and legal support. Amwins' launch was described at the time as both a response to demand and a signal of the sector's shift toward holistic protection for smaller businesses. Emergence arrives with a structure that is more common in Australia than the US. The agency combines specialist underwriting, embedded cyber risk services and a 24/7 in-house incident response team in a single operation, rather than outsourcing response to a panel. It has run that model since 2015. "Cyber risk is now part of everyday operating risk, yet many organisations still do not have dedicated cyber insurance because it is often viewed as complex, specialist or difficult to access," said Troy Filipcevic, founder and chief executive of Emergence Insurance in Sydney. "Our focus is to help change that perception by making cyber insurance simpler, more practical and more clearly connected to the way organisations manage risk every day." Savino has made a version of that argument himself. Speaking to Insurance Business in January 2026, he said the market had reached a point where cyber had moved from a niche add-on to basic protection for businesses running on systems they could neither fully understand nor afford to rebuild alone. The question agents should ask first. The launch material does not name the carrier or carriers behind Emergence U.S., and that omission is the first thing to resolve before quoting the market. In Australia, Emergence writes on Lloyd's paper across its product range. Whether the US entity replicates that, fronts through an admitted carrier, or operates on a surplus lines basis has not been disclosed. Nor has the capacity available, the target limit band, or the states in which it can write. For agents weighing a new market against established names - and cyber remains a segment where carrier market share is concentrated among a familiar group - those are threshold questions, not details. Filipcevic said the company would move deliberately. "Our approach to the US is deliberate. We will grow with intention, stay true to our core values and continue to build a reputation for reliability, expertise and genuine support in cyber insurance," he said. He said Savino's appointment reflected shared thinking rather than convenience. "Keith has the market knowledge, relationships and leadership capability we need to build Emergence U.S. the right way. Just as importantly, he shares our view of what brokers, agents and clients require," he said. "We have known each other for a long time and share a common view that cyber insurance needs to become simpler, more practical and more accessible." Emergence also flagged a cross-border angle, saying the US operation will improve its ability to support Australian organizations expanding into the American market - relevant to agents handling inbound Australian accounts that currently need separate towers on each side.
Trucordia expands reach with acquisition of Shipley & Pease. Trucordia makes a strategic move. The insurance biz ain't for the faint-hearted, but Trucordia seems to know how to throw the right punches. By snapping up the assets of Shipley & Pease Insurance, Trucordia's proving it's got a nose for opportunities and isn't afraid to make the big plays. This isn't just your average acquisition - it's a scheme to amplify their footprint in a high-stakes sector filled with architects and engineers. Diving into Shipley & Pease's legacy. It's not every day a firm like Shipley & Pease, which has been pounding the pavement for 30 years, gets scooped up. Founded back in 1996, these guys didn't just dabble in professional liability - they mastered it. Their blueprint? Focused advice for architects and engineers, carving out a reputation, one that stretches across decades. And they've got the numbers to back them up: a 500% growth spurt over the last decade fueled mainly by word of mouth. That's the kind of credibility you can't just buy off the shelf. What this means for Trucordia. The deal isn't just about fattening the profit margins. Shipley & Pease's integration offers Trucordia a chance to embed some real specialty knowledge - gold dust in the insurance world. When you're dealing with architects and engineers, the stakes are sky-high. Every design, every blueprint, carries risks that could spell ruin without the right coverage. Trucordia's strategy for nationwide reach. Pulling Shipley & Pease into the fold isn't just adding more weight to Trucordia's portfolio. It's about expanding reach, tapping into new revenue streams, and leveraging a nationally recognized group of brokers, insurers, and attorneys through AE ProNet. This move could very well set them apart from rivals in the insurance brokerage racket who stick to the same old paths. "Shipley & Pease has built something truly impressive over the last three decades," said Felix Morgan, CEO of Trucordia. "This is a team with real specialty knowledge, a strong referral-based growth story, and a client service model built on accessibility, experience, and trust." The bigger picture in insurance brokerage. In the insurance marathon, Trucordia and Shipley & Pease are making waves together now. For a top 20 U.S. brokerage, a move like this marks a calculated stride to solidify their standing in a fiercely competitive industry. The insurance game is about nimble moves, staying a step ahead, and understanding the balance of risk and security. With over 5,000 folks on board and a rank as #18 on Business Insurance's 2025 Top 100 Brokers, Trucordia plans to keep its knees bent and eyes peeled. Tapping into new opportunities. If Trucordia plays its cards right, this acquisition could usher in an era of innovation and expanded offerings. The message is clear: they're not just looking to maintain their place in the map but also redefine their standing with a broader array of services and an increased capacity to serve on a national scale. Buckle up, because Trucordia's ride through the insurance plains just got a whole lot more interesting. They're not exactly holding the Ace of Spades, but they've sure as hell got a card up their sleeve that could see them playing the long game in the professional liability sector.
News for rocket scientists. Trucordia acquires assets of Shipley & Pease Insurance, expanding specialty experience in professional liability. LINDON, Utah, Aug. 4, 2026 /PRNewswire/ - Trucordia, a top 20 U.S. insurance brokerage, today announced it has acquired the assets of Shipley & Pease Insurance, a specialized brokerage known for its deep experience in professional liability for architects and engineers and related risk management services. Founded in 1996 by Dave Shipley and later expanded under the leadership of Stan Pease, the firm has built a strong reputation by helping clients understand complex risks, secure tailored insurance solutions, and make more informed business decisions. Shipley & Pease grew to become one of the largest independently owned brokerages in the country specializing in professional liability for architects and engineers. The firm recently marked its 30th year in business and has achieved 500% growth over the past decade, driven largely by referrals from satisfied clients. It is also a founding member of AE ProNet, a nationally recognized group of brokers, insurers, and attorneys focused on improving insurance products and risk management services for architects and engineers nationwide. "Shipley & Pease has built something truly impressive over the last three decades," said Felix Morgan, CEO of Trucordia. "This is a team with real specialty knowledge, a strong referral-based growth story, and a client service model built on accessibility, experience, and trust. They have earned a meaningful place in the industries they serve, and we welcome them to the Trucordia team." As part of Trucordia, the Shipley & Pease team will continue delivering the personalized, high-level service it is known for while gaining broader reach, added resources, and the ability to serve clients on a larger national scale. About Trucordia Trucordia is the group name for a top 20 U.S. insurance brokerage headquartered in Lindon, Utah. The Trucordia group of companies offers a broad array of commercial and personal lines, life and health, and employee benefits insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners, and each other. With more than 5,000 team members across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #18 on Business Insurance's 2025 Top 100 Brokers and #16 on Insurance Journal's 2025 Top Property/Casualty Agencies. Visit trucordia.com for more information. SOURCE Trucordia
Vitalpax CMO recognized as a 2026 Utah Business Executive Excellence Honoree. This recognition as a 2026 Utah Business Executive Excellence Honoree reflects Darin McOwen's leadership in helping Vitalpax connect market strategy, product innovation and manufacturing excellence while contributing to Utah's growing reputation as a center for wellness and supplement manufacturing. SALT LAKE CITY, UT - Vitalpax is proud to share that Darin McOwen, Chief Marketing Officer of Vitalpax, was recognized as a 2026 Utah Business Executive Excellence Honoree during the Executive Excellence Award Luncheon held on Tuesday, June 23, 2026, at the University of Utah David Eccles School of Business, Garff Building. Presented by Utah Business, along with presenting sponsors Trucordia and RSM, the 2026 Executive Excellence Awards honor senior executives for outstanding performance in their roles. The awards recognize leaders whose strategic vision, resilient leadership and meaningful influence help improve Utah's business landscape and quality of life. As CMO of Vitalpax, Darin has played an important role in helping position Utah as a growing hub for wellness innovation, operational excellence and responsible supplement manufacturing. Through his leadership, Vitalpax continues to strengthen the connection between emerging consumer trends and real-world manufacturing capabilities, helping brands bring high-quality wellness products to market. In his interview with Utah Business, Darin shared that his work is focused on more than visibility. For him, leadership is about building systems, partnerships and opportunities that allow Utah companies to compete at a higher level. "As a C-suite executive, I've had the opportunity to help position Utah as more than just a place where supplement manufacturing happens," Darin said. "I see Utah as a growing hub for innovation, wellness, operational excellence and responsible manufacturing." Darin's leadership spans marketing strategy, brand development, client growth, manufacturing alignment and market positioning. In the fast-moving supplement industry, he has helped connect opportunities in areas such as functional wellness, clean-label products, pet health, hydration, sleep, beauty, women's health, healthy aging and personalized nutrition with Vitalpax's development and production capabilities. He also emphasized the importance of collaboration across departments, noting that marketing cannot operate in a silo. Success requires alignment between sales, operations, R&D, manufacturing, fulfillment and leadership. "The supplement industry moves quickly," Darin shared. "Consumer trends change, regulatory expectations matter, supply chains shift, clients have different needs and the market is highly competitive. As a leader, you have to make decisions with incomplete information, balance creativity with compliance and keep teams moving forward even when conditions are changing." Looking ahead, Darin is focused on continuing to help Vitalpax expand its role as an innovation-driven manufacturing partner. He is especially excited about supporting larger brands, emerging entrepreneurs and organizations seeking a manufacturing partner with both technical capability and strategic insight. Vitalpax congratulates Darin on this well-deserved recognition and is proud to see his leadership, vision and commitment to Utah's manufacturing and wellness industries honored by Utah Business. Read the original Utah Business article here. ABOUT UTAH BUSINESS Utah Business fosters connection, insight and recognition for Utah's thriving professional community. Through its events, magazine and website Vitalpax, Inc. highlight the ideas, innovations and people behind Utah business success stories. Vitalpax, Inc. is all-in on Utah - and Vitalpax, Inc. can't wait to tell your stories. Learn more at utahbusiness.com. ABOUT VITALPAX, INC. Vitalpax is one of the largest turnkey developers and manufacturers of high-quality health and wellness supplements in the US, with a strong focus on staying ahead of trends in the supplement market. Based in La Verkin, UT, Vitalpax is a one-stop shop for formulating, developing, manufacturing, packaging, and shipping a wide variety of liquids, capsules, tablets, powders, and other nutraceutical dosage forms for customers worldwide. Known for their exceptional quality, innovation, and ability to cater to what's popular or on the rise, the company sets itself apart in the industry. Vitalpax maintains the highest manufacturing standards, including cGMP through SGS, USDA Organic, Kosher, and Halal Certifications. For more information, please visit https://vitalpax.com/. For press or business inquiries, please contact Vitalpax, Inc. at [email protected] or call +1 (866) 844-2588. About Vitalpax. Advance Well-Being Through Quality Supplement Contract Manufacturing
Trucordia, a top 20 US insurance brokerage based in Lindon, Utah, has appointed Jay Green as chief financial officer. Green will oversee financial strategy, capital allocation, investor relations, and treasury functions. Green joins from Accelerant Holdings, a specialty insurance risk exchange, where he served as group CFO. Previously, he was a managing director and head of insurance structured finance at Goldman Sachs' investment banking division. "Jay is a proven insurance and finance leader with a strong record helping complex organisations advance their strategic priorities," said chief executive officer Felix Morgan. Trucordia employs more than 5,000 people across the US and ranks 18th on Business Insurance's 2025 Top 100 Brokers list.