Towing Client Executive III

Trucordia; Irvine (CA); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Life Insurance & AD&D

FSA / HSA

401K

11 Paid Holidays

Flexible PTO

Pet Insurance

EAP

Job summary

Trucordia in Irvine, CA seeks an experienced Insurance Account Manager to own and grow a complex commercial book. You will retain clients, guide renewal strategies, and collaborate with Producers to expand services across P&C and Life & Health lines.

The role requires 6+ years in insurance account management, licenses in applicable lines, and strong presentation and negotiation skills. Bilingual English/Spanish is a plus; AMS360 proficiency is preferred.

Qualifications

• 6+ years of experience in insurance account management for complex commercial accounts.
• Deep knowledge of Property & Casualty and Life & Health products, markets, and strategies.
• Ability to build and maintain relationships with executive-level clients and carrier partners.

Responsibilities

• Serve as the client relationship owner for a portfolio of complex commercial accounts.
• Lead renewal strategy sessions, proposals, and negotiations to protect revenue.
• Identify cross-sell opportunities and coordinate with internal teams to expand coverage.

Skills

Client relationship management

Strategic thinking

Negotiation

Communication skills

Presentation skills

Education

Active insurance licenses (P&C/L&H)

CIC/CPCU/CRM certifications preferred

Tools

AMS360 proficiency

Job description

• Compensation: USD 110000 - USD 130000 - yearly

Company 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

Primary Objective:Serve as the operational and relationship owner of the book of business, taking over accounts once sold, retaining and growing existing clients, and freeing Producers to focus on prospecting and closing new business.

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 in the towing and transportation speciality.
• 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.

Success Measures

• Revenue retention and growth
• New business implementation success
• Client satisfaction
• Cross-sell and account development opportunities
• Producer capacity created for new business production

Qualifications

• 6+ years of experience in insurance account management, with a demonstrated focus on complex commercial accounts.
• Specific experience in tow or transportation book servicing a plus
• Bi-lingual in English & Spanish a plus
• 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.

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.