Client Executive, Group Benefits

About the Role

Join Trucordia, a next-generation insurance brokerage built on wildly successful businesses across the country. We offer an unrivaled combination of people, tools, and solutions, delivering exceptional experiences for our employees, clients, and stakeholders. As one of the fastest-growing companies in the U.S. for three consecutive years, we have over 5,000 team members across 200 offices who genuinely care about our clients, each other, and the quality of our work.

Trucordia Values

• CARE: Actively and genuinely care about our clients, each other, and the quality of our work, representing a company people want to work for and do business with.
• COLLABORATE: Work together continuously to achieve amazing outcomes for our clients and company.
• LEAD: Demonstrate intelligence, hunger, curiosity, energy, and a future-focused attitude of “what’s next.”
• RESULT-ORIENTED: Be growth-focused and driven to outperform expectations of what an insurance brokerage can achieve.
• CELEBRATE: Recognize both individual successes and collective accomplishments, highlighting our impact on clients and communities.

Responsibilities

• Strategic Client Management:
  • Serve as the senior relationship executive for a portfolio of the firm’s most complex and high-revenue accounts.
  • Develop and lead multi-year account strategies addressing risk, compliance, cost management, and growth for clients.
  • Coordinate and lead stewardship meetings and strategic planning sessions with client executives, CFOs, HR leaders, and other decision-makers.
  • Act as a key resource during major client milestones, including acquisitions, expansions, restructurings, or claims-intensive events.
  • Serve as the escalation point for high-priority service needs, compliance issues, or claims-related challenges.
• Revenue Generation & Growth:
  • Carry and meet annual new revenue goals through coverage/product expansion within existing accounts.
  • Proactively review and analyze assigned book of business to identify unmet coverage needs and cross-sell opportunities.
  • Collaborate with producers and internal teams to build and present tailored health insurance solutions that support client business goals.
  • Track and report on revenue growth initiatives and successes; adjust strategy based on client responsiveness and market conditions.
  • Leverage carrier and industry relationships to present unique or value-added solutions that enhance account performance.
• Leadership & Expertise:
  • Provide mentorship and high-level technical guidance to Client Managers on complex placements or challenging accounts.
  • Participate in practice group initiatives, market trend analysis, and strategic service innovation efforts.
  • Represent the agency in high-level client interactions, industry forums, or strategic planning engagements.
• Operational Oversight:
  • Ensure all servicing activities meet internal quality standards, client expectations, and regulatory requirements.
  • Maintain thorough and accurate documentation of client interactions, coverage decisions, and growth opportunities in Salesforce (or other agency management systems).
  • Monitor and assess profitability of assigned accounts and recommend adjustments as necessary.

Requirements

• 10+ years of experience in insurance account management, including significant experience with large, complex benefits accounts.
• Deep technical expertise in Life & Health insurance products, markets, and strategies, including fully-insured, level-funded, and self-funded plans.
• Exposure to stop-loss dynamics with large and complex clients.
• Proven track record of revenue generation through cross-selling and strategic account development.
• Excellent consultative communication and presentation skills, with the ability to influence C-suite executives.
• Exceptional knowledge of insurance markets, local, regional, and national carriers, and financial metrics related to account profitability.
• Proficient in Salesforce/Benefit Point or similar agency management systems.
• Active L&H licenses are required.
• Advanced designations (RHU, REBC, CEBS) 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