Client Executive III

Trucordia

. Serve as the lead executive advisor to high-profile, multi-faceted clients, large privately held firms, and highly regulated entities .

Posted 10/23/2026full-timeRemote • United States, IndiaSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in strategic risk management, client advisory, and commercial insurance, with a focus on Property & Casualty and Life & Health lines. Proven ability to lead complex client engagements, negotiate specialized coverage, and drive growth through innovative program development.

Highest-signal resume keywords

15+ Years Experience In Commercial InsuranceExpertise In Property & Casualty And Life & HealthNegotiation Of Unique Coverage StructuresActive P&C And L&H LicensesProficient In AMS360

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Strategic Risk ManagementClient AdvisoryContract NegotiationM&A Due DiligenceEnterprise Risk AssessmentCross-Sell And Upsell StrategiesProfitability AssessmentInsurance Program StructuringSpecialty Market ExpertiseBespoke Insurance Solutions

Soft Skills

LeadershipStrategic ThinkingExecutive CommunicationMentoringCollaboration

Tools & Technologies

AMS360Agency Management Platforms

Certifications & Qualifications

CPCUCICCRMCEBSARM

Industry Keywords

Multi-Line InsuranceHigh-Profile ClientsRegulatory RequirementsClient DevelopmentOperational Enhancements

About the role

Key responsibilities & impact

Serve as the lead executive advisor to high-profile, multi-faceted clients, large privately held firms, and highly regulated entities
Develop long-term strategic risk management plans supporting clients’ operational, financial, and compliance goals
Lead board presentations, contract negotiations, M&A due diligence, and enterprise risk assessments
Oversee multi-line Property & Casualty, Life & Health, and specialty coverage programs
Act as the final escalation point for major service or claims issues
Drive strategic growth by identifying cross-sell and upsell opportunities across coverage lines
Achieve revenue targets through client development, long-range planning, and program innovation
Assess profitability and risk exposure across the book of business and recommend adjustments
Collaborate with producers, carrier partners, and internal teams to structure complex insurance programs
Maintain expertise in specialty markets, carriers, industry verticals, and regulatory requirements
Negotiate specialized coverage terms and create bespoke insurance solutions with executive-level carrier contacts
Represent the firm at industry events, conferences, and client forums
Participate in product development and advisory committees
Mentor Client Executives I and II and senior Client Managers
Provide strategic input on practice growth, operational enhancements, and talent development
Lead cross-functional teams supporting high-value client engagements and special projects

Requirements

What you’ll need

15+ years of progressive experience in commercial insurance, client advisory, and strategic risk management
Demonstrated success managing large, multi-line, and complex client accounts at an executive level
Deep expertise in Property & Casualty and Life & Health lines, including niche/specialty markets
Extensive network of senior carrier relationships
Ability to negotiate unique coverage structures
Exceptional leadership, strategic thinking, and executive communication skills
Proficient in AMS360 or other agency management platforms
Active P&C and L&H licenses required
Advanced certifications such as CPCU, CIC, CRM, CEBS, or ARM 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 insurance
Supplemental health insurance
EAP
Pet insurance
11 paid holidays
Flexible PTO
401(k)