Personal Lines Producer - Wisconsin

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 while celebrating individual and collective accomplishments. With over 5,000 team members in 200 offices nationwide, we foster a culture of care, collaboration, leadership, and results.

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 or Life and Health Insurance Producer License.
• 2-5 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 Insurance and AD&D.
• FSA / HSA options.
• Accident, Critical Illness, and Hospital Indemnity coverage.
• Supplemental Health Insurance.
• Employee Assistance Program (EAP).
• Pet Insurance.
• 11 Paid Holidays.
• Flexible Paid Time Off (PTO).
• 401K retirement plan.

Trucordia Values

• Care: We actively, genuinely care about our clients, each other, and the quality of our work, representing a company people want to work for and do business with.
• Collaborate: We work together continuously because, as a team, we are more powerful and achieve amazing results for our clients and company.
• Lead: We lead with intelligence, hunger, curiosity, energy, and a future-focused attitude of “what’s next?”
• Result-Oriented: We are growth-focused and driven to outperform expectations of what an insurance brokerage can achieve.
• Celebrate: We celebrate both individual successes and collective accomplishments, ensuring the industry recognizes the remarkable company we’re building and the impact we have on our clients and communities.