Senior Client Executive - Commercial Lines

Good's Insurance Agency is now Trucordia
Any Location, MA
Category Insurance
Job Description
Role Overview

As a Senior Client Executive - Commercial Lines, you will serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts. You will develop tailored service plans and risk management strategies in alignment with each client's industry, risk tolerance, and business objectives.

What You Will Do

Your day-to-day responsibilities will include leading client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy. You will also actively manage the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations.

Why It Might Be a Fit

This role requires a deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies. You will need to build and maintain strong relationships with executive-level clients and carrier partners, and have strong strategic thinking, analytical skills, and business acumen.

Requirements

  • 7+ years of experience in insurance account management
  • Deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies
  • Proven ability to build and maintain strong relationships with executive-level clients and carrier partners
  • Strong strategic thinking, analytical skills, and business acumen
  • Exceptional communication, negotiation, and presentation skills
  • Proficient in AMS360 or comparable agency management systems
  • Active insurance licenses in applicable lines (P&C and/or L&H) required
  • Advanced industry certifications such as CIC, CRM, CPCU strongly preferred

Benefits

  • Medical, Dental, Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K
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