Client Executive III

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. 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.

• We 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.
• 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, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED
  , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Reports To:

Client Service Team Leader

Duties and Responsibilities:

• 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…