The Client Executive serves as the strategic lead and primary client advisor for a portfolio of complex middle market, large commercial, and specialty insurance accounts. This role is responsible for developing and maintaining trusted client relationships, delivering innovative risk management and insurance solutions, coordinating service teams, and driving client retention and growth.
The ideal candidate possesses deep insurance brokerage experience, strong wholesale market knowledge, expertise in complex risk placements, and a successful track record managing accounts generating between $100,000 and $1 million+ in annual brokerage revenue.
Duties and Responsibilities:
Executive Client Leadership
- 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 that support 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 (Property & Casualty, Life & Health, and specialty coverages) to ensure comprehensive coverage alignment.
- Act as the final escalation point for major service or claims issues.
Growth & Profitability Oversight
- Drive the strategic growth of assigned accounts by identifying and capitalizing on crosssell and upsell opportunities across all lines of coverage.
- Achieve defined revenue targets through client development initiatives, long-range planning, and program innovation.
- Continuously assess profitability and risk exposure across the book of business, recommending adjustments as needed.
- Collaborate with producers, carrier partners, and internal teams to structure complex programs that maximize client value.
Market Expertise & Industry Influence
- Maintain a deep understanding of specialty markets, carriers, industry verticals, and evolving regulatory requirements.
- Act as a strategic liaison 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, both internally and with strategic partners
Internal Leadership & Mentorship
- Serve as a mentor and role model to Client Executives I and II and senior Client Managers.
- Provide strategic input on internal initiatives including practice growth, operational enhancements, and talent development.
- Lead internal cross-functional teams to support high-value client engagements and special projects.
- 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 and an 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.
Please see our company 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
Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
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.