Sr Client Advisor - Commercial Lines
CareersElite.com · New Year, MT · 2 wk ago
Management$80k–$95k/yrFull-time
Remote • $80k - $95k / year
Responsibilities
- Meets 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 platform.
Requirements
- State-issued Property and Casualty Insurance Producer License.
- 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.
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