Senior Client Executive - Group Benefits & Strategy

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

Benefits offered by this job

Life Insurance & AD&D

401K

Flexible PTO

11 Paid Holidays

Pet Insurance

Job summary

Trucordia, a growing insurance brokerage, seeks a senior relationship executive to manage our most complex and high-revenue accounts from its Layton, Utah operations. You will lead multi-year strategies, collaborate with CFOs, HR leaders, and other executives, and serve as the escalation point for critical client needs.

You will drive revenue growth through cross-selling, advise on life and health products, and mentor other client managers while ensuring profitability and industry excellence.

Qualifications

• 10+ years of experience in insurance account management, including 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 to 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 and carriers; strong profitability understanding.
• Proficient in Salesforce/Benefit Point or similar agency management systems.
• Active L&H licenses required; advanced designations strongly preferred.

Responsibilities

• 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 addressing risk, compliance, cost management, and growth for clients.
• Coordinate and lead stewardship meetings with client executives, CFOs, HR leaders, and other decision-makers.
• Act as a key resource during acquisitions, expansions, restructurings, or claims-intensive events.
• Serve as the escalation point for high-priority service needs, compliance issues, or claims-related challenges.
• Maintain thorough documentation in Salesforce or other agency systems.
• Monitor profitability of assigned accounts and recommend adjustments as necessary.

Skills

Relationship management

Strategic account planning

Sales / revenue generation

C-suite influencing

Life & Health insurance

Education

L&H licenses (required)

Advanced designations (RHU/REBC/CEBS) preferred

Tools

Salesforce

Benefit Point

Job description

Trucordia, a growing insurance brokerage, seeks a senior relationship executive to manage our most complex and high-revenue accounts from its Layton, Utah operations. You will lead multi-year strategies, collaborate with CFOs, HR leaders, and other executives, and serve as the escalation point for critical client needs.

You will drive revenue growth through cross-selling, advise on life and health products, and mentor other client managers while ensuring profitability and industry excellence.