Trucordia
1001 - 5000 employees
Founded 1987
💼 Consulting
⚖️ Legal
📦 Logistics
Consulting • Legal • Logistics
Trucordia is a national insurance brokerage that delivers tailored risk management and insurance solutions for both individuals and businesses. With a focus on customized coverage, they provide services in commercial and personal insurance, as well as benefits solutions. Their aim is to help clients manage risks effectively, allowing them to concentrate on what matters most.
Client Executive – Commercial Lines
🔥 8 hours ago
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Trucordia
1001 - 5000 employees
Founded 1987
💼 Consulting
⚖️ Legal
📦 Logistics
Consulting • Legal • Logistics
Trucordia is a national insurance brokerage that delivers tailored risk management and insurance solutions for both individuals and businesses. With a focus on customized coverage, they provide services in commercial and personal insurance, as well as benefits solutions. Their aim is to help clients manage risks effectively, allowing them to concentrate on what matters most.
📋 Description
• 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 to 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; coordinate with internal teams and producers on complementary insurance lines • Monitor carrier performance, pricing trends, and market conditions to inform placement decisions and negotiate optimal terms • Maintain accurate and timely updates in AMS360 and related systems for policy changes, notes, and documentation • 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 • Act 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 in P&C and Life & Health lines • Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations
🎯 Requirements
• 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, including book profitability management • 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
🏖️ 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
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