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Reports To: Client Service Team Leader
Duties and Responsibilities:
Executive Client Leadership
Serve as the lead executive advisor to the firm’s most high-profile, multi-faceted clients, large privately held firms, and highly regulated entities.
Develop long-term strategic risk management plans that support clients’ operational, financial, and compliance goals.
Lead high-level client interactions including board presentations, contract negotiations, M&A due diligence, and enterprise risk assessments.
Oversee multi-line programs (Property & Casualty, Life & Health, and specialty coverages) to ensure comprehensive coverage alignment.
Act as the final escalation point for major service or claims issues.
Growth & Profitability Oversight
Drive the strategic growth of assigned accounts by identifying and capitalizing on crosssell and upsell opportunities across all lines of coverage.
Achieve defined revenue targets through client development initiatives, long-range planning, and program innovation.
Continuously assess profitability and risk exposure across the book of business, recommending adjustments as needed.
Collaborate with producers, carrier partners, and internal teams to structure complex programs that maximize client value.
Market Expertise & Industry Influence
Maintain a deep understanding of specialty markets, carriers, industry verticals, and evolving regulatory requirements.
Act as a strategic liaison with executive-level carrier contacts to negotiate specialized coverage terms and create bespoke insurance solutions.
Represent the firm as a thought leader at industry events, conferences, and client forums.
Participate in product development or advisory committees, both internally and with strategic partners
Internal Leadership & Mentorship
Serve as a mentor and role model to Client Executives I and II and senior Client Managers.
Provide strategic input on internal initiatives including practice growth, operational enhancements, and talent development.
Lead internal cross-functional teams to support high-value client engagements and special projects.
15+ years of progressive experience in commercial insurance, client advisory, and strategic risk management.
Demonstrated success managing large, multi-line, and complex client accounts at an executive level.
Deep expertise in both Property & Casualty and Life & Health lines, including niche/specialty markets.
Extensive network of senior carrier relationships and an ability to negotiate unique coverage structures. Exceptional leadership, strategic thinking, and executive communication skills.
Proficient in AMS360 or other agency management platforms.
Active P&C and L&H licenses required. Advanced certifications such as CPCU, CIC, CRM, CEBS, or ARM strongly preferred.
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
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.
Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia , our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.
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. 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.
Trucordia Values
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.
We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
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.