Client Executive III

Trucordia1; United States; On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

FSA/HSA

Disability Insurance

401K

Paid Holidays

Flexible PTO

Pet Insurance

Job summary

Trucordia seeks an experienced executive to lead client advisory and strategic risk management efforts for its high-profile, multi-line client portfolio in the United States. You will guide board-level interactions, negotiate complex terms, and oversee enterprise risk assessments across Property & Casualty and Life & Health lines.

You will mentor senior Client Executives and drive growth through cross-sell opportunities, while aligning programs with profitability and client value goals.

Qualifications

• 15+ years of progressive experience in commercial insurance, client advisory, and strategic risk management.
• Proven success managing large, multi-line, executive-level accounts.
• Deep expertise in Property & Casualty and Life & Health lines, including niche markets.

Responsibilities

• Serve as the lead executive advisor to high-profile clients and regulated entities.
• Develop long-term strategic risk management plans for clients' operations, financials, and compliance.
• Lead high-level client interactions including board presentations and M&A due diligence.
• Oversee multi-line programs to ensure comprehensive coverage alignment.
• Act as final escalation point for major service or claims issues.
• Drive strategic growth of assigned accounts through cross-sell and upsell opportunities.
• Meet revenue targets via client development, planning, and program innovation.
• Collaborate with producers, carriers, and internal teams to structure complex programs.

Skills

Executive leadership

Client advisory

Strategic risk management

Negotiation

Cross-functional collaboration

Education

P&C and L&H licenses

Tools

AMS360

Job description

Reports To

Client Service Team Leader

Duties and Responsibilities

Executive Client Leadership

• 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.

Benefits

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• 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.