Client Executive – Commercial Lines

Trucordia

Client Executive managing complex commercial insurance accounts for Trucordia, a nationwide insurance brokerage. Leading renewals, risk strategies, profitability, carrier negotiations, and executive client relationships.

Posted 8/13/2026full-timeRemote • Asheboro • North Carolina • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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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, lead client engagements, and drive revenue growth through strategic account management.

Highest-signal resume keywords

Insurance Account ManagementProperty & Casualty InsuranceLife & Health InsuranceAMS360 ProficiencyClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk Management StrategiesPolicy NegotiationRevenue Growth AnalysisCross-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 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

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, 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

Comp & perks

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