Licensed Insurance Sales Specialist

đź•’ September 1

🏄 California – Remote

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đź’µ $49k - $53k / year

⏰ Full Time

🟡 Mid-level

đźź  Senior

đź”’ Insurance

đź‘» Ghost score 8%

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Logo of Trucordia

Trucordia

1001 - 5000 employees

Founded 1987

đź’Ľ Consulting

⚖️ Legal

📦 Logistics

Consulting • Legal • Logistics

Trucordia is a national insurance brokerage that delivers tailored risk management and insurance solutions for both individuals and businesses. With a focus on customized coverage, they provide services in commercial and personal insurance, as well as benefits solutions. Their aim is to help clients manage risks effectively, allowing them to concentrate on what matters most.

đź“‹ Description

• Develop new sales opportunities. • Manage existing client relationships. • Provide risk management solutions tailored to clients of all sizes. • Build and generate a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts. • Present customized insurance solutions including homeowners, auto, umbrella, earthquake, and personal articles floaters. • Establish and maintain long-term relationships with new and existing clients. • Act as a trusted advisor for clients' personal and family insurance needs. • Keep clients informed on market trends, emerging risks, and regulatory changes affecting their insurance needs. • Prepare and submit regular progress reports on sales performance and account activities. • Work with a dedicated service team to manage and foster continued relationships with new clients.

🎯 Requirements

• Valid Property and Casualty License. • Experience in personal lines insurance sales. • Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow. • Excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively. • Strong understanding of homeowners and personal auto coverage. • Developing knowledge of personal insurance markets to place new business and understand the supplemental insurance marketplace. • Strong sales acumen. • Experience with AMS 360.

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life and AD&D insurance • FSA / HSA • Commuter & Child Care FSA • Cancer Support Benefits • Pet Insurance • Accident & Critical Illness • Hospital Indemnity • Employee Assistance Program (EAP) • 11 Paid Holidays • Flexible PTO • 401K • Commission-based earnings tied to production results in addition to the base salary

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