Client Executive, Group

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.

Trucordia

Values

• 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.

Job Description Duties and Responsibilities Strategic Client Management

• Serve as the senior relationship executive for a portfolio of the firm’s most complex and high-revenue accounts.
• Develop and lead multi-year account strategies that address risk, compliance, cost management, and growth for clients.
• Coordinate and lead stewardship meetings and strategic planning sessions with client executives, CFOs, HR leaders, and other decision-makers.
• Act as a key resource during major client milestones, including acquisitions, expansions, restructurings, or claims-intensive events.
• Serve as the escalation point for high-priority service needs, compliance issues, or claims-related challenges.

Revenue Generation & Growth

• Carry and meet annual new revenue goals through coverage/product expansion within existing accounts.
• Proactively review and analyze assigned book of business to identify unmet coverage needs and cross-sell opportunities.
• Collaborate with producers and internal teams to build and present tailored health insurance solutions that support client business goals.
• Track and report on revenue growth initiatives and successes; adjust strategy based on client responsiveness and market conditions.
• Leverage carrier and industry relationships to present unique or value-added solutions that enhance account performance.

Leadership & Expertise

• Provide mentorship and high-level technical guidance to Client Managers on complex placements or challenging accounts.
• Participate in practice group initiatives, market trend analysis, and strategic service innovation efforts.
• Represent the agency in high-level client interactions, industry forums, or strategic planning engagements.

Operational Oversight

• Ensure all servicing activities meet internal quality standards, client expectations, and regulatory requirements.
• Maintain thorough and accurate documentation of client…