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Client Executive, Commercial Lines
TrucordiaClient Executive managing complex commercial insurance accounts for Trucordia, a growing insurance brokerage. Leading renewals, risk strategies, profitability, carrier negotiations, and executive client relationships.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex commercial insurance accounts, with a focus on Property & Casualty and Life & Health products. Proven ability to develop tailored service plans, analyze business performance, and maintain strong client relationships while ensuring compliance with industry regulations.
Highest-signal resume keywords
Insurance Account ManagementProperty & Casualty InsuranceLife & Health InsuranceAMS360 ProficiencyClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk Management StrategiesRevenue Growth AnalysisPolicy NegotiationCross-Selling OpportunitiesMarket Condition Analysis
Soft Skills
Strategic ThinkingAnalytical SkillsExceptional CommunicationNegotiation SkillsPresentation Skills
Tools & Technologies
AMS360Agency Management Systems
Certifications & Qualifications
Active Insurance LicensesCICCRMCPCU
Industry Keywords
Commercial AccountsClient MeetingsCoverage ConsultationsCarrier Performance MonitoringRegulatory Requirements
About the role
Key responsibilities & impact- 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 optimal 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 in P&C and Life & Health lines
- Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations
Requirements
What you’ll need- 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
- Proficient 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
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance and AD&D
- FSA / HSA
- Accident insurance
- Critical illness insurance
- Hospital indemnity insurance
- Supplemental health insurance
- EAP
- Pet insurance
- 11 paid holidays
- Flexible PTO
- 401K