Client Executive, Commercial Lines

About the Role

At Trucordia, we're building the next great insurance brokerage, and we're looking for a Senior Account Executive to join our team. This role is an extraordinary opportunity to be part of a fast-growing company that values collaboration, leadership, and results. As a Senior Account Executive, you'll serve as a trusted advisor to complex commercial clients, developing tailored service plans and risk management strategies.

Responsibilities

• Serve as the lead point of contact for a portfolio of complex, multi-location or multi-line commercial accounts.
• Develop tailored service plans and risk management strategies aligned with client industry, risk tolerance, and business objectives.
• Lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy.
• Collaborate with producers and practice leaders to present unified service and growth strategies.
• Manage the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations.
• Analyze assigned book of business to ensure revenue growth and account profitability.
• Identify cross-sell opportunities and gaps in coverage, coordinating with internal teams to offer complementary insurance lines.
• Monitor carrier performance, pricing trends, and market conditions to inform placement decisions.
• Ensure accurate and timely updates in AMS360 and related systems for policy changes, notes, and documentation.
• Provide technical support and guidance to Client Managers and junior team members.
• Act as a subject matter expert in internal planning sessions, special projects, or escalated client service issues.

Qualifications

• 7+ years of experience in insurance account management, with a 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.
• Exceptional communication, negotiation, and presentation skills.
• Proficiency 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.

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 is an equal opportunity employer committed to a diverse and inclusive workforce. We do not discriminate based on 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 protected characteristic.