Client Advisor - Commercial Lines

About the role

Trucordia is a rapidly growing insurance brokerage built on successful businesses across the country, offering an unrivaled combination of people, tools, and solutions. We deliver exceptional experiences for employees, clients, and stakeholders, celebrating both individual and collective accomplishments. With over 5,000 team members in 200 offices nationwide, we foster a culture of care, collaboration, and results-driven performance.

Our values—CARE, COLLABORATE, LEAD, RESULT-ORIENTED, and CELEBRATE—guide how we work and interact, ensuring we represent a company people want to work for and do business with.

Responsibilities

• Meet established sales quotas on a monthly, quarterly, and annual basis.
• Utilize Trucordia sales and marketing tools to execute results-oriented activities, including cold calls, in-person appointments, and prospect presentations to close new business.
• Act as a subject matter expert in a chosen area of focus to ensure long-term success.
• Manage a book of business to support high renewal rates.
• Collaborate with Client Service to analyze renewal business and place new business accounts.
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and the sales management platform.

Requirements

• State-issued Property and Casualty Insurance Producer License.
• 5+ years of experience in an insurance sales role.
• Proficiency with professional programs such as Microsoft Suite and Salesforce.
• Demonstrated skills in analytics and internal/external communication.

Benefits

• Medical, Dental, and Vision insurance
• Life and AD&D insurance
• Flexible Spending Account (FSA) / Health Savings Account (HSA)
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness Insurance
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible Paid Time Off (PTO)
• 401K