Trucordia
Insurance
ClientExecutive
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“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.
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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