Client Executive, Group Benefits

Trucordia Insurance Services, LLC; Layton (UT); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

401K

Job summary

Trucordia Insurance Services, LLC is seeking a seasoned insurance account management leader in Layton, UT. You will manage the firm's most complex, high-revenue accounts and drive multi-year strategies to optimize risk, costs, and growth.

You will guide stewardship meetings with executives, provide mentorship on complex placements, and collaborate across teams to deliver tailored health insurance solutions while sustaining profitable client partnerships.

Qualifications

• 10+ years of experience in insurance account management, including large, complex benefits.
• Deep expertise in Life & Health products, markets and strategies (fully-insured, level-funded, self-funded).
• Exposure to stop-loss dynamics with large clients.
• Proven revenue generation through cross-selling and strategic development.
• Excellent consultative communication and presentation skills for C-suite audiences.
• Knowledge of insurance markets, carriers, and account profitability metrics.

Responsibilities

• Serve as senior relationship executive for a portfolio of complex, high-revenue accounts.
• Develop and lead multi-year account strategies addressing risk, compliance, cost management, and growth.
• Coordinate stewardship meetings with client executives and decision-makers.
• Act as escalation point for high-priority service needs, compliance issues, or claims challenges.
• Carry and meet annual revenue goals through coverage/product expansion within existing accounts.

Skills

Client management

Consultative communication

C-suite influence

Leadership

Sales strategy

Presentation skills

Education

Active L&H licenses

Advanced designations (RHU, REBC, CEBS)

Tools

Salesforce/Benefit Point

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

• 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

Duties and Responsibilities

Strategic Client Management

• Serve as the senior relationship executive for a portfolio of the firm’s most complex and high-revenue accounts.
• Develop and lead multi-year account strategies that address risk, compliance, cost management, and growth for clients.
• Coordinate and lead stewardship meetings and strategic planning sessions with client executives, CFOs, HR leaders, and other decision-makers.
• Act as a key resource during major client milestones, including acquisitions, expansions, restructurings, or claims-intensive events.
• Serve as the escalation point for high-priority service needs, compliance issues, or claims-related challenges.

Revenue Generation & Growth

• Carry and meet annual new revenue goals through coverage/product expansion within existing accounts.
• Proactively review and analyze assigned book of business to identify unmet coverage needs and cross-sell opportunities.
• Collaborate with producers and internal teams to build and present tailored health insurance solutions that support client business goals.
• Track and report on revenue growth initiatives and successes; adjust strategy based on client responsiveness and market conditions.
• Leverage carrier and industry relationships to present unique or value-added solutions that enhance account performance.

Leadership & Expertise

• Provide mentorship and high-level technical guidance to Client Managers on complex placements or challenging accounts.
• Participate in practice group initiatives, market trend analysis, and strategic service innovation efforts.
• Represent the agency in high-level client interactions, industry forums, or strategic planning engagements.

Operational Oversight

• Ensure all servicing activities meet internal quality standards, client expectations, and regulatory requirements.
• Maintain thorough and accurate documentation of client interactions, coverage decisions, and growth opportunities in Salesforce (or other agency management systems) and related systems.
• Monitor and assess profitability of assigned accounts and recommend adjustments as necessary.

Qualifications

• 10+ years of experience in insurance account management, including significant experience with large, complex benefits accounts.
• Deep technical expertise in Life & Health insurance products, markets and strategies including fully-insured, level-funded, and self-funded plans.
• Exposure into stop-loss dynamics with large and complex clients.
• Proven track record of revenue generation through cross-selling and strategic account development.
• Excellent consultative communication, and presentation skills, with the ability to influence C-suite executives.
• Exceptional knowledge of insurance markets, local, regional and national carriers, and financial metrics related to account profitability.
• Proficient in Salesforce/Benefit Point or similar agency management systems.
• Active L&H licenses are required. Advanced designations (RHU, REBC, CEBS) 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.