Client Executive

Duties and Responsibilities:

Client Relationship Management & Strategy

• Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line benefit accounts. 
• Develop tailored service plans and risk management strategies in alignment 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 closely 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.

Book Management & Profitability

• Strategically analyze assigned book of business to ensure revenue growth and account pro...

Ready to Apply?

Submit your application today and join our talented team at Trucordia.