Client Executive, Level III

Trucordia

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

Posted 10/23/2026full-timeRemote • Ohio • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in strategic risk management and client advisory within the commercial insurance sector, with a strong focus on Property & Casualty and Life & Health lines. Proven ability to lead high-level client interactions and negotiate bespoke insurance solutions while achieving revenue targets and fostering client relationships.

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 AssessmentProgram InnovationSpecialized Coverage NegotiationComplex Program Structuring

Soft Skills

Exceptional LeadershipStrategic ThinkingExecutive CommunicationMentoringCollaboration

Tools & Technologies

AMS360Agency Management Platforms

Certifications & Qualifications

CPCUCICCRMCEBSARM

Industry Keywords

Commercial InsuranceMulti-Line ProgramsSpecialty MarketsRegulatory RequirementsClient Development InitiativesHigh-Profile ClientsBoard PresentationsIndustry EventsClient ForumsTalent Development

About the role

Key responsibilities & impact

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 supporting 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 covering Property & Casualty, Life & Health, and specialty coverages
Act as the final escalation point for major service or claims issues
Drive strategic growth of assigned accounts through cross-sell and upsell opportunities across all coverage lines
Achieve defined revenue targets through client development initiatives, 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 programs
Maintain expertise in specialty markets, carriers, industry verticals, and evolving 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 or advisory committees
Mentor Client Executives I and II and senior Client Managers
Provide strategic input on practice growth, operational enhancements, and talent development
Lead internal cross-functional teams supporting high-value client engagements and special projects
Report to the Client Service Team Leader

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 both 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, Dental, Vision
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