Client Executive

Job Description

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 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.

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 benefit 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 Life & Health lines.
• Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations.

• 7+ years of experience in insurance account management, with a demonstrated focus on complex benefit accounts. 
• Deep understanding of 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.

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

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”)  is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

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.