Sr. Client Executive

Company Description

Extraordinary opportunity. Exceptional experience.

At Trucordia, we are building the next great insurance brokerage, bringing together exceptional local relationships, industry expertise, and national resources to deliver outstanding experiences for our clients and employees.


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.


This opportunity is ideal for a licensed P&C insurance professional who enjoys both client service and sales. In this role, you will support a mix of Personal Lines and Commercial Lines clients, manage inbound client needs, identify opportunities to cross-sell and upsell coverage, and help grow client relationships.


The right candidate will be motivated to provide excellent service while also recognizing opportunities to grow accounts, close new business, and increase their earning potential.


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

What You'll Do

• Respond to inbound leads, referrals, walk-ins, and client inquiries.
• Identify opportunities to cross-sell and upsell additional insurance solutions.
• Support Personal Lines and Commercial Lines clients with service, coverage questions, policy changes, and account needs.
• Assist with renewals, certificates, endorsements, and general account servicing.
• Re-engage former clients and pursue opportunities within the existing client base.
• Deliver a high-quality client experience aligned with Trucordia's values and service standards.

What Makes This Opportunity Unique

• Referral-driven lead opportunities.
• Opportunity to support both Personal Lines and Commercial Lines business.
• Base compensation plus 25% commission on new business.
• Strong earning potential for growth-motivated professionals.
• Collaborative office environment where team members wear multiple hats.
• Access to tools, resources, and training.

Qualifications

• Active Property & Casualty license required.
• 2-4+ years of insurance experience.
• Personal Lines experience required.
• Commercial Lines exposure strongly preferred.
• Strong client service, communication, and relationship-building skills.
• Ability to identify sales opportunities through client conversations.
• Organized, self-motivated, and comfortable balancing service and sales responsibilities.
• Comfortable working onsite in a fast-paced, client-facing office environment.

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

The draw/salary range for this position is $50,000-$65,000+, depending on factors such as geographic location, years of insurance sales experience, existing or portable book of business, and demonstrated ability to grow book revenue.

This role offers base compensation plus 25% commission on new business.


High-performing individuals have the opportunity to increase earnings through new business production, cross-selling, upselling, and client relationship development.


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.