Client Executive III

🔥 3 minutes ago

🏈 Ohio – Remote

🏈 Ohio – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

👻 Ghost score 18%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Trucordia

WebsiteLinkedInAll Job Openings

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 executive advisor to the firm’s most high-profile, multi-faceted clients, large privately held firms, and highly regulated entities • Develop long-term strategic risk management plans supporting clients’ operational, financial, and compliance goals • Lead high-level client interactions, including board presentations, contract negotiations, M&A due diligence, and enterprise risk assessments • Oversee multi-line programs covering Property & Casualty, Life & Health, and specialty coverages • Act as the final escalation point for major service or claims issues • Drive strategic growth of assigned accounts through cross-sell and upsell opportunities across all lines of coverage • Achieve defined revenue targets through client development initiatives, long-range planning, and program innovation • Assess profitability and risk exposure across the book of business and recommend adjustments • Collaborate with producers, carrier partners, and internal teams to structure complex programs maximizing client value • Maintain expertise in specialty markets, carriers, industry verticals, and evolving regulatory requirements • Liaise with executive-level carrier contacts to negotiate specialized coverage terms and create bespoke insurance solutions • Represent the firm as a thought leader at industry events, conferences, and client forums • Participate in product development or advisory committees • Mentor Client Executives I and II and senior Client Managers • Provide strategic input on practice growth, operational enhancements, and talent development • Lead internal cross-functional teams supporting high-value client engagements and special projects

🎯 Requirements

• 15+ years of progressive experience in commercial insurance, client advisory, and strategic risk management • Demonstrated success managing large, multi-line, and complex client accounts at an executive level • Deep expertise in both Property & Casualty and Life & Health lines, including niche/specialty markets • Extensive network of senior carrier relationships • Ability to negotiate unique coverage structures • Exceptional leadership, strategic thinking, and executive communication skills • Proficient in AMS360 or other agency management platforms • Active P&C and L&H licenses required • Advanced certifications such as CPCU, CIC, CRM, CEBS, or ARM strongly preferred

🏖️ Benefits

• 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