Client Executive I

Trucordia Insurance Services, LLC; Asheboro (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking a skilled professional in Asheboro, North Carolina, for a role focused on client relationship management and strategy. The candidate will handle complex commercial accounts, develop service plans, and manage renewal processes effectively.

With a minimum of 7 years experience in insurance account management, understanding of P&C and Life & Health insurance products is essential. Strong analytical, communication, and negotiation skills are required for ensuring account profitability. Comprehensive benefits are provided, including flexible PTO and 401K.

Qualifications

• 7+ years of experience in insurance account management.
• Deep understanding of Property & Casualty and Life & Health insurance products.
• Proven ability to build relationships with executive-level clients.

Responsibilities

• Serve as the lead point of contact for complex commercial accounts.
• Develop tailored service plans and risk management strategies.
• Manage the renewal process from strategy to execution.

Skills

Client Relationship Management

Strategic Thinking

Analytical Skills

Communication Skills

Negotiation Skills

Presentation Skills

Education

Active insurance licenses in applicable lines (P&C and/or L&H)

Advanced industry certifications such as CIC, CRM, CPCU

Tools

AMS360

Job description

Job Description

Duties and Responsibilities:

Client Relationship Management & Strategy

• Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts.
• Develop tailored service plans and risk management strategies in alignment with each client’s industry, risk tolerance, and business objectives.
• Lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy.
• Collaborate closely with producers and practice leaders to present unified service and growth strategies.
• Actively manage the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations.

Book Management & Profitability

• Strategically analyze assigned book of business to ensure revenue growth and account profitability.
• Proactively identify cross-sell opportunities and gaps in coverage; coordinate with internal teams and producers to offer complementary insurance lines.
• Monitor carrier performance, pricing trends, and market conditions to inform placement decisions and negotiate optimal terms.
• Ensure accurate and timely updates in AMS360 and all related systems for policy changes, notes, and documentation.
• Identify underperforming accounts and create action plans to improve margins or address servicing issues.

Operational Excellence

• Provide technical support and guidance to Client Managers and junior team members as needed.
• Act as a subject matter expert and resource in internal planning sessions, special projects, or escalated client service issues.
• Maintain strong knowledge of industry regulations, carrier appetites, and best practices in both P&C and Life & Health lines.
• Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations.

Qualifications

• 7+ years of experience in insurance account management, with a demonstrated focus on complex commercial accounts.
• Deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies. Proven ability to build and maintain strong relationships with executive-level clients and carrier partners.
• Strong strategic thinking, analytical skills, and business acumen with the ability to manage book profitability. 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.
• Advanced industry certifications such as CIC, CRM, CPCU strongly preferred.

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.