Client Executive III

Trucordia Insurance Services, LLC; South Bend (IN); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Life Insurance

HSA/FSA

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking a high-impact Client Executive to guide top private firms and regulated entities through complex risk programs in a multi-line environment.

You will lead Property & Casualty, Life & Health, and specialty coverages with a focus on strategy, revenue growth, and profitability while mentoring senior teams and fostering carrier partnerships.

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 Property & Casualty and Life & Health lines, including specialty markets.
• Extensive network of senior carrier relationships and ability to negotiate unique coverage structures.
• Proficiency with agency management platforms such as AMS360.
• Active P&C and L&H licenses; advanced certifications preferred.

Responsibilities

• Serve as the lead executive advisor to the firm’s top clients, including large privately held firms and regulated entities.
• Develop long-term strategic risk management plans aligned with clients’ goals.
• Lead high-level client interactions including board presentations and complex negotiations.
• Oversee multi-line programs to ensure comprehensive coverage and alignment.
• Act as final escalation point for major service or claims issues.
• Mentor Client Executives and senior managers to support high-value engagements.

Skills

Executive leadership

Strategic thinking

Executive communication

Client advisory

Risk management

Multi-line insurance

Relationship building

Board interactions

Mergers & Acquisitions due diligence

AMS360

Negotiation

Education

P&C license

L&H license

CPCU

CIC

CRM

CEBS

ARM

Tools

AMS360

CRM systems

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

Reports To: Client Service Team Leader

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.