Towing Client Executive III

Trucordia•Irvine, CA

8d•$110,000 - $130,000•Hybrid

About The Position

This role serves as the operational and relationship owner for a book of business, taking over accounts after they are sold, focusing on retaining and growing existing clients, and allowing Producers to concentrate on prospecting and closing new business. The company, Trucordia, is a rapidly growing insurance brokerage with over 5,000 team members across 200 offices nationwide, committed to providing exceptional experiences and opportunities for employees, clients, and stakeholders. Trucordia values CARE, COLLABORATION, LEADERSHIP, RESULTS-ORIENTATION, and CELEBRATION.

Requirements

6+ years of experience in insurance account management, with a demonstrated focus on complex commercial accounts.
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 with the ability to manage book profitability.
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.

Nice To Haves

Specific experience in tow or transportation book servicing a plus
Bi-lingual in English & Spanish a plus
Advanced industry certifications such as CIC, CRM, CPCU strongly preferred.

Responsibilities

Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts in the towing and transportation specialty.
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.
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.
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 both P&C and Life & Health lines.
Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations.