Sr Client Advisor - Commercial Lines

About the Role

At Trucordia, we're building the next great insurance brokerage, and we're looking for talented individuals to join our team. As a key member of our organization, you'll have the opportunity to contribute to our continued growth and success, while working alongside a team of dedicated professionals who genuinely care about our clients, each other, and the quality of our work.

Responsibilities

• Meets established sales quotas on a monthly, quarterly, and annual basis.
• Utilizes Trucordia sales and marketing tools to execute results-oriented activities, including cold calls, in-person appointments, and prospect presentations to close new business.
• Acts as a subject matter expert to master a chosen area of focus for the 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.

Qualifications

• 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

Trucordia is an equal opportunity employer committed to creating a diverse and inclusive workforce. We value our employees and are dedicated to providing a supportive and rewarding work environment.