Commercial Lines Executive Trucordia
Overview
Lead commercial line brokerage at Trucordia Boston. Own client relationships drive revenue and profitability. Manage book and profitability through analysis and cross-selling. Excel in AMS360 and insurance systems. Differentiate with result-oriented approach.
What You'll Do11
- 1Serve as lead point of contact and trusted advisor for complex commercial accounts
- 2Develop tailored service plans aligned with client industry and risk tolerance
- 3Lead client meetings and renewal strategy sessions providing expert-level advisement
- 4Analyze book of business to ensure revenue growth and monitor profitability
- 5Identify cross-sell opportunities and coordinate with internal teams to offer complementary lines
- 6Monitor carrier performance and negotiate optimal terms in AMS360
- 7Create action plans for underperforming accounts to improve margins
- 8Provide technical support to Client Managers and junior staff
- 9Act as subject matter expert in P&C and Life & Health lines
- 10Maintain strong knowledge of industry regulations and carrier appetites
- 11Ensure service delivery aligns with agency standards and compliance requirements
Requirements5
- 17+ years experience in insurance account management focusing on commercial accounts
- 2Deep understanding of Property & Casualty and Life & Health insurance products
- 3Proven ability to build relationships with executive-level clients and carriers
- 4Strong strategic thinking and analytical skills for book profitability management
- 5Active insurance licenses in applicable lines with advanced certifications preferred
Salary Insight
Salary not disclosed in listing
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