Sr. Client Executive

Extraordinary opportunity. Exceptional experience.

AtTrucordia, we are building the next great insurance brokerage,bringing together exceptional local relationships, industry expertise, and national resources to deliver outstanding experiences for our clients and employees.

Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

This opportunity is ideal for a licensed P&C insurance professional who enjoys both client service and sales. In this role, you will support a mix of Personal Lines and Commercial Lines clients, manage inbound client needs, identify opportunities to cross-sell and upsell coverage, and help grow client relationships.

The right candidate will be motivated to provide excellent service while also recognizing opportunities to grow accounts, close new business, and increase their earning potential.

Trucordia Values

• We actively, genuinely
  CARE
  about our clients,each otherand the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We
  COLLABORATE
  continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We
  LEAD
  with intelligence, hunger, curiosity,energyand a future-focused attitude of “what’s next”?
• We are
  RESULT-ORIENTED
  , growth-focused and driven toout-performexpectations of what an insurance brokerage can achieve.
• We
  CELEBRATE
  both individual successes and collective accomplishments, making sure the industry recognizes the remarkable companywe’rebuilding together, as well as theimpactwe’rehaving on our clients and communities.

What You'll Do

• Respond to inbound leads, referrals, walk-ins, and client inquiries.
• Identify opportunities to cross-sell and upselladditionalinsurance solutions.
• Support Personal Lines and Commercial Lines clients with service, coverage questions, policy changes, and account needs.
• Assist with renewals, certificates, endorsements, and general account servicing.
• Re-engage former clients and pursue opportunities within the existing client base.
• Deliver a high-quality client experience aligned with Trucordia’svalues and service standards.

What Makes This Opportunity Unique

• Referral-driven lead opportunities.
• Opportunity to support both
  
  Personal
  
  Lines and Commercial Lines business.
• Strong earning potential forgrowth-motivated professionals.
• Collaborative office environment where team members wear multiple hats.
• Access to tools, resources,and training.

• Active Property & Casualty license required.
• 2-4+ years of insurance experience.
• Strong client service, communication, and relationship-building skills.
• Ability toidentifysales opportunities through client conversations.
• Organized, self-motivated, and comfortable balancing service and sales responsibilities.
• Comfortable working onsite in a fast-paced, client-facing office environment.

Please see our company Benefits:

• Life Insurance and AD&D
• FSA / HSA
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

The draw/salary range for this position is $50,000–$65,000+, depending on factors such as geographic location, years of insurance sales experience, existing or portable book of business, and demonstrated ability to grow book revenue.

This role offers base compensation plus 25% commission on new business.

High-performing individuals have the opportunity to increase earnings through new business production, cross-selling, upselling, and client relationship development.

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.