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 deliver exceptional experiences for employees, clients, and stakeholders, celebrating both individual and collective accomplishments. With over 5,000 team members in 200 offices nationwide, we foster a culture of care, collaboration, and results-driven performance.

Values

• Care: Actively and genuinely prioritize clients, colleagues, and work quality in every interaction.
• Collaborate: Work together to achieve impactful results for clients and the company.
• Lead: Demonstrate intelligence, curiosity, energy, and a forward-thinking mindset.
• Results-Oriented: Focus on growth and outperform expectations.
• Celebrate: Recognize individual and team successes, highlighting our impact on clients and communities.

Responsibilities

• Meet established sales quotas on a monthly, quarterly, and annual basis.
• Utilize Trucordia’s sales and marketing tools to execute results-driven activities, including cold calls, in-person appointments, and prospect presentations to close new business.
• Act as a subject matter expert in a chosen focus area to ensure long-term success.
• Manage a book of business to maintain high renewal rates.
• Collaborate with Client Service teams to analyze renewal business and place new accounts.
• Follow Trucordia’s sales methodologies and best practices, including proper use of sales tools and management platforms.

Requirements

• State-issued Property and Casualty Insurance Producer License.
• 5+ years of experience in an insurance sales role.
• Proficiency with Microsoft Suite and Salesforce.
• Strong analytical and communication skills (internal and external).

Benefits

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