Sr. Client Executive

Job Description

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.

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.

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.

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

Pay

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.

Schedule

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

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

Equal Opportunity Employer

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.