Senior Client Executive, Commercial Lines

Trucordia

High Point (NC)

On-site

USD 90,000 - 130,000

Full time

10 days ago

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Benefits offered by this job

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

Job summary

Trucordia is seeking an experienced Insurance Account Manager to oversee a portfolio of complex commercial accounts. You will lead client meetings, develop risk management strategies, and coordinate with producers to align service and growth plans.

The role emphasizes renewal execution, cross-sell opportunities, and data-driven profitability management. Ideal candidates bring 7+ years in insurance account management, active P&C/L&H licenses (CIC/CPCU preferred), and proficiency in AMS360.

Qualifications

  • 7+ years of experience in insurance account management, with a focus on complex commercial accounts.
  • Active licenses in P&C and/or L&H; CIC/CPCU preferred.

Responsibilities

  • Lead client meetings, renewal strategy sessions, and coverage consultations.
  • Develop tailored service plans and risk management strategies in alignment with client objectives.
  • Collaborate with producers and practice leaders to present unified service and growth strategies.
  • Manage the renewal process from strategy to execution, including marketing and negotiations.
  • Monitor carrier performance, pricing trends, and market conditions to inform placements.

Skills

Strategic thinking
Analytical skills
Communication
Negotiation
Presentation skills
Relationship management

Education

P&C and/or L&H licenses
CIC
CRM
CPCU

Tools

AMS360

Job description

Trucordia is seeking an experienced Insurance Account Manager to oversee a portfolio of complex commercial accounts. You will lead client meetings, develop risk management strategies, and coordinate with producers to align service and growth plans.

The role emphasizes renewal execution, cross-sell opportunities, and data-driven profitability management. Ideal candidates bring 7+ years in insurance account management, active P&C/L&H licenses (CIC/CPCU preferred), and proficiency in AMS360.

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