Client Executive
Trucordia
📍 Provo, UT
💼 Finance
💵 $112,808 – $112,808/yr
Full-time
Pay
$112,808 – $112,808/yr
Job type
Full-time
Location
Provo, UT
Category
Finance
Posted
9h ago
Expires
2026-08-02
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Full job description
Job Description Duties and Responsibilities: Client Relationship Management & Strategy Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line benefit 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. Collab…