Insurance Producer - Personal Lines

About the role

We're looking for a dynamic and innovative Personal Lines Producer to join our team in Ventura/LA, California, United States.

Responsibilities

• Develop and execute comprehensive project plans, establishing clear timelines, milestones, and deliverables while maintaining flexibility to adapt to changing priorities
• Manage project budgets and resources efficiently, analyzing costs and optimizing allocation to maximize return on investment
• Collaborate with internal teams and external partners, fostering transparent communication and ensuring alignment on project goals and expectations
• Analyze project performance metrics and data to identify opportunities for improvement, implementing best practices and innovative solutions
• Serve as the primary point of contact for stakeholders, providing regular updates, managing expectations, and addressing concerns with empathy and professionalism
• Oversee quality assurance processes, conducting detailed reviews to ensure all deliverables meet established standards and organizational requirements
• Lead team meetings and brainstorming sessions, motivating colleagues and fostering an inclusive, collaborative environment where creative ideas thrive
• Manage multiple projects simultaneously, demonstrating strong time management and multitasking capabilities while maintaining meticulous attention to detail
• Document project processes, outcomes, and lessons learned, contributing to organizational knowledge and continuous improvement initiatives

Qualifications

• Messes established sales quotas on monthly, quarterly, and annual basis
• Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business
• Acts as subject matter expert to master chosen area of focus for highest probability of long-term success
• Continually manages a book of business to support high renewal rates
• Collaborates with Client Service to analyze renewal business and place new business accounts
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platforms

Qualifications

• State-issued Property and Casualty Insurance License
• 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study
• 2-5 years in an insurance sales role
• Proficiency with professional programs such as Microsoft Suite and Salesforce
• Demonstrated skills in analytics and internal/external communication

Additional Information

• Please see our company Benefits:
• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

The draw/salary range for this position is $50,000–$250,000+, depending on factors such as geographic location, years of insurance sales experience, existing or portable book of business, and demonstrated ability to grow book revenue.

This role includes commission-based earnings tied to production results.

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.