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Trucordia · 20 hours ago

Client Executive

Warwick, NY, USA

Full-time

Hybrid

Senior Level

7+ years exp

Trucordia is a rapidly growing insurance brokerage that focuses on delivering exceptional experiences and solutions for clients. The Client Executive will manage complex commercial accounts, develop tailored service plans, and lead client meetings while ensuring account profitability and operational excellence.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

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 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

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

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

Qualification

Insurance account managementProperty & Casualty insuranceLife & Health insuranceAMS360 proficiencyStrategic thinkingAnalytical skillsBusiness acumenActive insurance licensesAdvanced industry certificationsCommunication skillsNegotiation skillsPresentation skills