Full-Time
Senior Client Manager
Trucordia
National insurance brokerage offering risk management
No salary listed
Missouri City, TX, USA
Hybrid
 Finance & Banking (1) |
|---|
- Seven or more years of experience in insurance account management, with a demonstrated focus on complex commercial accounts.
- Deep understanding of Property and Casualty and Life and 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 (Property and Casualty and/or Life and Health) required.
- Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial 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.
- 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.
- Advanced industry certifications such as CIC, CRM, CPCU strongly preferred.
Trucordia is a national insurance broker that acquires independent agencies to offer a full range of risk management and insurance products, including commercial and personal property & casualty, life and health, employee benefits, and workers’ compensation. It grows by buying agencies and integrating them into a national platform while keeping local, personalized service. Revenue comes from commissions and fees on insurance products sold. Its goal is to expand through acquisitions, broaden coverage, and build scale and financial flexibility while serving diverse clients with regional and sector-based operations.
Company Size
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Company Stage
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Total Funding
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Headquarters
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Founded
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Simplify's Take
What believers are saying
- Acquired five agencies November 13, 2025, boosting top 20 broker ranking.
- Secured $1.3B Carlyle investment June 2025, valuing at $5.7B.
- Hired M&A experts Rathsam, Reid from Gallagher to accelerate deals.
What critics are saying
- Integration failures from 2025-2026 acquisitions erode client retention.
- USI poaches Lang, Dunning, weakening California, East platforms.
- High leverage post-Carlyle deal triggers default in rate spikes.
What makes Trucordia unique
- Trucordia organizes platforms by geography and sector like health, transportation.
- Launched Trucordia Go AI tool for auto, home insurance with professional support.
- Rebranded 100 businesses in one year to unify national network.
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Benefits
Health Insurance
Paid Vacation
Paid Sick Leave
Flexible Work Hours
Remote Work Options
401(k) Retirement Plan
401(k) Company Match
Wellness Program
Mental Health Support
Conference Attendance Budget
Professional Development Budget
Stock Options
Company Equity
Family Planning Benefits
Fertility Treatment Support
Adoption Assistance
Childcare Support
Tuition Reimbursement
Professional Certification Support
Mentorship Program
Phone/Internet Stipend
Home Office Stipend
Remote Work Options
Company News
"Mubadala" Enhances its global presence with strategic investments and international partnerships. * Summary * A+ Abu Dhabi, April 9 / WAM / The year 2025 was one of the most active years for Mubadala's global investment platforms, as the group expanded its strategic investments and strengthened its presence through international partnerships in North America, Europe, and Asia markets. This reflects the broadening of investment opportunities in sectors such as artificial intelligence, technology, healthcare, advanced industries, energy infrastructure, and others. Mubadala launched a $1 billion (AED 3.7 billion) partnership with "Fortress Group" to invest in private credit and expand flexible financing solutions to support medium-sized companies and investment opportunities in asset-backed securities. This reinforces the disciplined approach in expanding the global scope of Mubadala's credit and special situations investments. Mubadala made a significant additional investment in "PCI Pharma Services" as part of a joint strategic deal with "Bain Capital" and "Kohlberg," supporting the expansion of the company's capabilities in developing and manufacturing innovative biotherapeutics, biological products, and specialized drug treatments, keeping pace with growing global demand. Mubadala entered into a partnership with "Silver Lake" by acquiring the "Endeavor" group; a leading global platform focusing on talent representation, media, and entertainment (and owner of "TKO," which includes under its umbrella the institutions "UFC" and "WWE"). This investment contributes to strengthening the strategic partnership between Mubadala and Silver Lake and adds qualitative value to Mubadala's portfolio by investing in high-quality assets capable of generating rewarding cash flows while ensuring promising and sustainable long-term growth prospects. A minority stake of 24% in "Arcadia Consumer Healthcare," a leading platform in consumer health and personal care products, was also sold, concluding a four-year partnership with the "Pansc" group, during which "Arcadia's" revenues tripled. The company completed an investment of $600 million (AED 2.2 billion), alongside "EQT" and global institutional partners, to acquire a stake in "Nord Anglia Education," the leading global operator of premium international schools, serving over 100,000 students in 37 countries. Mubadala invested in a minority stake in "Tishman" valued at approximately €6.7 billion (AED 28.8 billion), within an alliance including "Partners Group," "GIC," and "TPG Rise Climate," to support efforts aimed at reducing carbon emissions in the real estate sector, which represents about 40% of total global emissions. Mubadala acquired a 30% stake in "Loscam International," the leading company in shipping platform consolidation solutions and reusable packaging in the Asia-Pacific region, alongside a group of shareholders including "Trustar Capital," "FountainVest," and "Sinotrans." This investment represents Mubadala's first presence in the industrial sector in Asia. Mubadala, through a joint venture with "Ardian," invested $253 million (AED 929 million) to acquire a stake in four luxury retail properties in Paris and New York, leased to fashion houses under the "Kering" group. Mubadala committed investments worth approximately €300 million (AED 1.29 billion) for "Resolve Energy," in cooperation with "Actis," to support the expansion of renewable energy generation projects in Central and Eastern Europe. This platform, which has under-construction projects in Romania and Bulgaria, along with strong additional development projects, aims to accelerate the deployment of clean energy solutions and enhance regional energy security. Mubadala entered into a strategic partnership with "Ardian" for joint investment in the secondary infrastructure market, primarily focusing on multi-asset portfolios led by limited partners. This partnership includes a commitment from Mubadala of $500 million (AED 1.84 billion) in a specially designed account, with an option to deploy an additional $500 million through co-investments. Mubadala committed to investing in an organized minority stake in "Trucordia" in partnership with "The Carlyle Group" through a loss-protected equity instrument. This deal provides access to a broad, asset-light insurance brokerage platform in the United States. "Mubadala Capital" successfully completed the acquisition of "CI Financial," one of the leading diversified asset and wealth management companies in North America, in a deal valued at CAD 12.1 billion (AED 32.2 billion). With the completion of this deal, Mubadala Capital, through asset managers and strategic partners, now manages, advises, and oversees assets exceeding $430 billion (AED 1.58 trillion) on behalf of its clients and limited partners. This volume of assets embodies Mubadala Capital's vision of building a leading global asset management platform, based on providing alternative investments with high institutional standards across various asset classes and geographic regions. Additionally, the Abu Dhabi Investment Council continued its journey as the indirect investment arm of Mubadala, as the council deployed investments worth $19 billion (AED 70 billion) during 2025 with major public partners and investment fund managers. The company intensified its investments in "MGX," in support of its strategy to invest in the artificial intelligence ecosystem and advanced technologies. During 2025, the AI Infrastructure Partners group "AIP," composed of "MGX," "BlackRock," and "GIP" with other partners, acquired all shares of "Aligned Data Centers." Also, "MGX" collaborated with "BPI France," "Mistral AI," "BlackRock," and "Nvidia" to build an AI cluster in the Paris region, the largest of its kind in Europe. General / Ham / Den * Economy * United Arab Emirates (ARE) * Abu Dhabi News available in the following languages as well:
Trucordia, a top 20 US insurance brokerage, has appointed Jeffrey Lang as Senior Vice President and California Platform Leader. Lang brings 33 years of insurance experience, most recently serving as President of Retail Property and Casualty at Venbrook Group, where he led national strategy and drove retail business growth. Before Venbrook, Lang held executive roles at USI Insurance Services, ESIS and Chubb, overseeing producer recruiting, revenue growth and carrier relationship management. He has also served as a lobbyist for the insurance industry and president of IIABA Los Angeles. Trucordia, headquartered in Lindon, Utah, ranks 18th on Business Insurance's 2025 Top 100 Brokers list and employs over 5,000 team members across the United States.
Utah Valley University partners with Trucordia to sponsor Title I school attendance to Yo-Yo Ma performance. Utah Valley University's Noorda Center for the Performing Arts and Trucordia, a nationwide insurance agency based in Utah County, partnered to provide a once-in-a-lifetime experience for local students. February 27, 2026 Utah Valley University's Noorda Center for the Performing Arts and Trucordia, a nationwide insurance agency based in Utah County, partnered to provide a once-in-a-lifetime experience for local students. The UVU School of the Arts and Trucordia brought 50 students from Orem Junior High School to see world-renowned cellist Yo-Yo Ma in concert at UVU. The partnership provided students from the Title I school with a unique opportunity to experience one of the most celebrated classical musicians of its time. This collaboration reflects UVU's ongoing commitment to making the arts accessible. "This opportunity allowed the students to experience the transformative power of the arts," said Courtney Davis, dean of the School of the Arts. "We aim to inspire and educate the next generation of talented and passionate artists." Trucordia's partnership helped ensure that these students could witness artistic excellence at the highest level. "Experiences like live music can change how a young person sees the world," said Felix Morgan, CEO of Trucordia. "We're grateful to partner with our community to help make moments like this possible for students." The Noorda Center for the Performing Arts continues to foster partnerships that connect young audiences with world-class artists, inspiring the next generation through meaningful artistic experiences. Visit the Noorda Center website for more information about remaining performances and to stay updated on announcements for the 2026-27 season.
Trucordia, a top 20 US insurance brokerage, has appointed Roger Dunning as head of its East Platform, overseeing all offices and operations throughout the eastern United States. Dunning brings nearly 30 years of insurance industry experience to the senior vice president role. In his most recent position as president of the New England region at USI Insurance Services, Dunning expanded the producer base by 25% and achieved positive organic growth. Previously, he led a production team that delivered consecutive years of over 15% practice growth in northern New England. Headquartered in Lindon, Utah, Trucordia employs over 5,000 people across the US and ranks 18th on Business Insurance's 2025 Top 100 Brokers list.
Trucordia, a top 20 US insurance brokerage, has appointed Kim Reid as vice president on its mergers and acquisitions team. Reid joins after more than 20 years at Arthur J. Gallagher, where she built and led the firm's due diligence and integration programmes. At Gallagher, Reid progressed from sales support to an analyst role on the M&A team, eventually developing integration processes for newly acquired agencies. She holds a Project Management Professional certification. Trucordia's acquisition strategy remains central to its growth plans. Headquartered in Lindon, Utah, the company employs over 5,000 people across the US and ranks 18th on Business Insurance's 2025 Top 100 Brokers list. The firm acquires insurance businesses that subsequently rebrand under the Trucordia name.