Trucordia
1001 - 5000 funcionários
Fundada em 1987
💼 Consultoria
⚖️ Jurídico
📦 Logística
Consulting • Legal • Logistics
A Trucordia é uma corretora de seguros nacional que oferece soluções personalizadas de gestão de riscos e seguros tanto para indivíduos quanto para empresas. Com foco em coberturas sob medida, ela fornece serviços em seguros comerciais e pessoais, assim como soluções de benefícios. Seu objetivo é ajudar os clientes a gerirem riscos de forma eficaz, permitindo que se concentrem no que é mais importante.
Client Executive, Commercial Lines
🕒 Ontem
🗣️🇺🇸🇬🇧 Inglês obrigatório
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Trucordia
1001 - 5000 funcionários
Fundada em 1987
💼 Consultoria
⚖️ Jurídico
📦 Logística
Consulting • Legal • Logistics
A Trucordia é uma corretora de seguros nacional que oferece soluções personalizadas de gestão de riscos e seguros tanto para indivíduos quanto para empresas. Com foco em coberturas sob medida, ela fornece serviços em seguros comerciais e pessoais, assim como soluções de benefícios. Seu objetivo é ajudar os clientes a gerirem riscos de forma eficaz, permitindo que se concentrem no que é mais importante.
Descrição
• Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts • Develop tailored service plans and risk management strategies aligned with each client’s industry, risk tolerance, and business objectives • Lead client meetings, renewal strategy sessions, and coverage consultations • Collaborate with producers and practice leaders on unified service and growth strategies • Manage the renewal process from strategy through execution, including marketing, proposal development, and policy negotiations • Analyze the assigned book of business to ensure revenue growth and account profitability • Identify cross-sell opportunities and coverage gaps and coordinate complementary insurance offerings • Monitor carrier performance, pricing trends, and market conditions to inform placement decisions and negotiate terms • Maintain accurate and timely updates in AMS360 and related systems • Identify underperforming accounts and create action plans to improve margins or address servicing issues • Provide technical support and guidance to Client Managers and junior team members • Serve as a subject matter expert in internal planning sessions, special projects, and escalated client service issues • Maintain knowledge of industry regulations, carrier appetites, and best practices across P&C and Life & Health lines • Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations
🎯 Requisitos
• 7+ years of experience in insurance account management focused on complex commercial accounts • Deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies • Proven ability to build and maintain relationships with executive-level clients and carrier partners • Strong strategic thinking, analytical skills, and business acumen • Ability to manage book profitability • Exceptional communication, negotiation, and presentation skills • Proficiency 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, or CPCU strongly preferred
🏖️ Benefícios
• Medical insurance • Dental insurance • Vision insurance • Life Insurance and AD&D • FSA / HSA • Accident insurance • Critical Illness insurance • Hospital Indemnity • Supplemental Health Insurance • EAP • Pet Insurance • 11 Paid Holidays • Flexible PTO • 401K
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