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.

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

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