Trucordia
insurance brokerage
ClientExecutive
“Client Executive at Trucordia. Skills: Client Relationship Management, Risk Management, Account Management, Negotiation. Serve as lead point of contact for client portfolio. Develop tailored service plans and risk management strategies”
What You'll Achieve.
Ensure revenue growth and account profitability; Improve margins or address servicing issues
Industry & Context.
strategic thinking; analytical skills
What They're Looking For.
Must Have
7+ years of experience in insurance account management, Deep understanding of Life & Health insurance products, markets, and strategies, Proven ability to build and maintain relationships with executive-level clients and carrier partners, strategic thinking, analytical skills, business acumen, Exceptional communication, negotiation, and presentation skills, Proficient in AMS360 or comparable agency management systems, Active insurance licenses in applicable lines (P&C and/or L&H) required
Nice to Have
Advanced industry certifications such as CIC, CRM, CPCU strongly preferred
What You'll Do.
Serve as lead point of contact for client portfolio
Develop tailored service plans and risk management strategies
Lead client meetings and renewal strategy sessions
Collaborate with producers and practice leaders
Manage the renewal process from strategy to execution
Analyze book of business for revenue growth and profitability
Identify cross-sell opportunities
Monitor carrier performance and market conditions
Ensure accurate system updates in AMS360
Identify underperforming accounts and create action plans
Provide technical support to Client Managers
Act as subject matter expert in planning sessions
Maintain knowledge of industry regulations and carrier appetites
Ensure service delivery aligns with agency standards
How You'll Work.
Team & Collaboration
Collaborate closely with producers and practice leaders; Coordinate with internal teams and producers; Provide technical support and guidance to Client Managers and junior team members; Act as a resource in internal planning sessions
Communication Scope
Exceptional communication; Negotiation; Presentation skills
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