Client Executive, Commercial Lines

Trucordia Insurance Services, LLC; Lindon (UT); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Life Insurance

FSA / HSA

Disability & Critical Illness

401K

Paid Holidays

Job summary

Trucordia Insurance Services, LLC is seeking a Client Executive to lead strategic risk management for a portfolio of complex middle market, large commercial, and specialty accounts in Utah. You will develop trusted client relationships, deliver innovative risk solutions, and coordinate service teams to drive retention and growth.

The ideal candidate has 15+ years of progressive insurance experience, deep P&C and Life & Health expertise, and a strong network of carrier relationships to negotiate

Qualifications

• 15+ years of progressive experience in commercial insurance and strategic risk management.
• Proven success managing large, multi-line accounts at executive level.
• Deep expertise in Property & Casualty and Life & Health lines.
• Extensive carrier relationships and ability to negotiate unique coverage structures.
• Active P&C and Life & Health licenses; CPCU/CIC/CRM/CEBS/ARM preferred.

Responsibilities

• Lead high-profile client engagements and strategic risk management programs.
• Develop long-term risk management plans aligned with client goals.
• Lead executive-level negotiations, due diligence, and governance reviews.
• Oversee multi-line programs to ensure comprehensive coverage.
• Mentor junior Client Executives and drive cross-functional collaboration.

Skills

Executive leadership

Strategic thinking

Executive communication

Relationship management

Education

P&C license

Life & Health license

CPCU/CIC/CRM/CEBS/ARM preferred

Tools

AMS360

Job description

• Compensation: USD 80,000 - USD 110,000 - yearly

Company 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

• 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.

Job Description

The Client Executive serves as the strategic lead and primary client advisor for a portfolio of complex middle market, large commercial, and specialty insurance accounts. This role is responsible for developing and maintaining trusted client relationships, delivering innovative risk management and insurance solutions, coordinating service teams, and driving client retention and growth.

The ideal candidate possesses deep insurance brokerage experience, strong wholesale market knowledge, expertise in complex risk placements, and a successful track record managing accounts generating between $100,000 and $1 million+ in annual brokerage revenue.

Duties and Responsibilities:

• 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.

Qualifications

• 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.

Additional Information

Please see our company Benefits:

• Life Insurance and AD&D
• FSA / HSA
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

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.