Client Executive at Trucordia — NeverHard

Job Description 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 profitability. Proactively identify cross-sell opportunities and gaps in coverage; 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 all related systems for policy changes, notes, and documentation. Identify underperforming accounts and create action plans to improve margins or address servicing issues. Operational Excellence Provide technical support and guidance to Client Managers and junior team members as needed. 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 Life & Health lines. Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations.