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Trucordia

Client Executive, Commercial Lines

Trucordia

. Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts .

Posted 9/29/2026full-timeRemote • Asheboro • North Carolina • United StatesSeniorLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex commercial insurance accounts, with a strong focus on Property & Casualty and Life & Health products. Capable of developing tailored service plans, executing renewal strategies, and ensuring compliance with industry regulations.

Highest-signal resume keywords
Insurance Account ManagementProperty & Casualty InsuranceLife & Health InsuranceAMS360 ProficiencyClient Relationship Management

ATS Keywords

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Applicant 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
AMS360
Certifications & Qualifications
Active Insurance Licenses (P&C and/or L&H)CICCRMCPCU
Industry Keywords
Commercial AccountsClient MeetingsService Delivery StandardsCarrier Performance MonitoringBest Practices

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, providing expert-level advisement and advocacy
  • Collaborate with producers and practice leaders to present unified service and growth strategies
  • Actively 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 to offer complementary insurance lines
  • Monitor carrier performance, pricing trends, and market conditions to inform placement decisions and negotiate optimal terms
  • Ensure 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 and resource in internal planning sessions, special projects, or escalated client service issues
  • Maintain strong 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, with a demonstrated focus on complex commercial accounts
  • Deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies
  • Proven ability to build and maintain strong relationships with executive-level clients and carrier partners
  • Strong strategic thinking, analytical skills, and business acumen with the 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, 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
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K