Sr 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 celebrate both individual successes and collective accomplishments, fostering a culture where employees genuinely care about clients, each other, and the quality of work. With over 5,000 team members in 200 offices nationwide, we are recognized as one of the fastest-growing companies in the U.S. for three consecutive years.

Trucordia Values

• CARE: Actively and genuinely care about clients, colleagues, and work quality, representing a company people want to work for and do business with.
• COLLABORATE: Work together continuously to achieve amazing results for clients and the company.
• LEAD: Demonstrate intelligence, hunger, curiosity, energy, and a future-focused attitude of "what’s next."
• RESULT-ORIENTED: Be growth-focused and driven to outperform expectations of what an insurance brokerage can achieve.
• CELEBRATE: Recognize both individual and collective successes, highlighting the impact on clients and communities.

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 Insurance and AD&D
• FSA / HSA
• Accident, Critical Illness, and Hospital Indemnity coverage
• Supplemental Health Insurance
• EAP (Employee Assistance Program)
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K retirement plan