Trucordia

Insurance

ClientExecutive

$145–215k ~AI est. Provo, Utah, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for not-applicable candidates.

The Brief

“Client Executive at Trucordia. Skills: Client Relationship Management, Book Management, Profitability Analysis. Serve as lead point of contact. Serve as trusted advisor”

What You'll Achieve.

Ensure revenue growth; Ensure account profitability; Improve margins; Address servicing issues

Industry & Context.

Insurance
Problems you'll solve

Strategic thinking; Analytical skills; Business acumen

What They're Looking For.

Must Have

7+ years insurance account management, Complex benefit accounts focus, Deep understanding Life & Health insurance, Build and maintain client relationships, Build and maintain carrier relationships, Strategic thinking, Analytical skills, Business acumen, Manage book profitability, Exceptional communication skills, Exceptional negotiation skills, Exceptional presentation skills, Proficient in AMS360, Active insurance licenses

Nice to Have

Advanced industry certifications

What You'll Do.

Serve as lead point of contact

Serve as trusted advisor

Develop tailored service plans

Develop risk management strategies

Lead renewal strategy sessions

Lead coverage consultations

Provide expert-level advisement

Collaborate with producers

Collaborate with practice leaders

Present unified service strategies

Present growth strategies

Manage renewal process

Analyze assigned book of business

Ensure revenue growth

Ensure account profitability

Identify cross-sell opportunities

Offer complementary insurance lines

Monitor carrier performance

Monitor pricing trends

Monitor market conditions

Inform placement decisions

Negotiate optimal terms

Ensure accurate updates

Ensure timely updates

Update policy changes

Identify underperforming accounts

Address servicing issues

Provide technical support

Act as subject matter expert

Participate in internal planning

Participate in special projects

Address escalated client service issues

Maintain knowledge of industry regulations

Maintain knowledge of carrier appetites

Maintain knowledge of best practices

Ensure service delivery aligns with standards

Ensure service delivery aligns with requirements

Ensure service delivery aligns with expectations

How You'll Work.

Team & Collaboration

With producers; With practice leaders; With internal teams; With Client Managers; With junior team members

Communication Scope

Client meetings; Renewal strategy; Coverage consultation; Presentation skills

Full Job Description

Extraordinary opportunity. Exceptional experience. 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 1. 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. 2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. 3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”? 4. We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. 5. 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. Duties and Responsibilities: Client Relationship Management & Strategy * Serve as the lead point of co

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