Sr Client Advisor - Commercial Lines

About the Company

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, celebrating both individual and collective accomplishments. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have over 5,000 team members across 200 offices who genuinely care about clients, each other, and the quality of work.

Trucordia Values

• Care: Actively and genuinely care about clients, each other, 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.
• Result-Oriented: Focus on growth and outperform expectations of what an insurance brokerage can achieve.
• Celebrate: Recognize both individual successes and collective accomplishments, 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 for 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 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 insurance
• Supplemental Health Insurance
• EAP (Employee Assistance Program)
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K