Trucordia
Licensed Insurance Client Executive
Woodland Hills, California, United States
Sponsorship not specified$120k-$140kDetected 14 days ago
CRMAccount ManagementNegotiationRecruitingCustomer SupportCommunicationProperty & Casualty
About the role
- Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored.
- We believe that every employee has the right to work in an environment that is free from all forms of discrimination.
- Discrimination based on any of these factors is contrary to our operating philosophy.
Responsibilities
- We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
- We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"?
- We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
- Develop tailored service plans and risk management strategies in alignment with each client's industry, risk tolerance, and business objectives.
- 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.
- 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 as needed.
Compensation
- $120,000-$140,000 commensurate on experience
- It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities.
- All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee.
Benefits
- Medical, Dental, Vision
- Commuter & Child Care FSA
- Cancer Support Benefits
- Lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy.
- Proactively identify cross-sell opportunities and gaps in coverage; coordinate with internal teams and producers to offer complementary insurance lines.
- Maintain strong knowledge of industry regulations, carrier appetites, and best practices in both P&C and Life & Health lines.
Equal opportunity
- Trucordia is an equal opportunity employer.
Visa & Work Authorization
- race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, chi
Apply directly at Trucordia →Create a free account for alerts like thisView Trucordia immigration profile
This listing is sourced directly from Trucordia's careers page and normalized into a canonical job model.