Client Executive, Commercial Lines

Client Executive, Commercial Lines

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

• 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.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• 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

Duties and Responsibilities:

Client Relationship Management & Strategy

• Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts.
• Develop tailored service plans and risk management strategies in alignment with each client's industry, risk tolerance, and business objectives.
• Lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy.
• Collaborate closely with producers and practice leaders to present unified service and growth strategies.
• Actively manage the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations.

Book Management & Profitability

• Strategically analyze assigned book of business to ensure revenue growth and account profitability.
• Proactively identify cross-sell opportunities and gaps in coverage; coordinate with internal teams and producers to offer complementary insurance lines.
• Monitor carrier performance, pricing trends, and market conditions to inform placement decisions and negotiate optimal terms.
• Ensure accurate and timely updates in AMS360 and all related systems for policy changes, notes, and documentation.
• Identify underperforming accounts and create action plans to improve margins or address servicing issues.

Operational Excellence

• Provide technical support and guidance to Client Managers and junior team members as needed.
• Act as a subject matter expert and resource in internal planning sessions, special projects, or escalated client service issues.
• Maintain strong knowledge of industry regulations, carrier appetites, and best practices in both P&C and Life & Health lines.
• Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations.

Qualifications

• 7+ years of experience in insurance account management, with a demonstrated focus on complex commercial accounts.
• Deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies. Proven ability to build and maintain strong relationships with executive-level clients and carrier partners.
• Strong strategic thinking, analytical skills, and business acumen with the ability to manage book profitability. Exceptional communication, negotiation, and presentation skills.
• Proficient in AMS360 or comparable agency management systems.
• Active insurance licenses in applicable lines (P&C and/or L&H) required.
• Advanced industry certifications such as CIC, CRM, CPCU strongly preferred.

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K