Senior Client Advisor – Commercial Lines

🕒 August 11

🏄 California – Remote

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⏰ Full Time

🟠 Senior

👻 Ghost score 21%

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Logo of Trucordia

Trucordia

1001 - 5000 employees

Founded 1987

💼 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.

📋 Description

• Meet established sales quotas on a monthly, quarterly, and annual basis • Utilize Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business • Act as a subject matter expert in a chosen area of focus • 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 sales tools and the sales management platform

🎯 Requirements

• State-issued Property and Casualty Insurance Producer License • 5+ years in an insurance sales role • Proficiency with Microsoft Suite and Salesforce • Demonstrated skills in analytics and internal/external communication

🏖️ Benefits

• Medical, Dental, Vision • Life Insurance and AD&D • FSA / HSA • Accident insurance • Critical Illness insurance • Hospital Indemnity • Supplemental Health Insurance • EAP • Pet Insurance • 11 Paid Holidays • Flexible PTO • 401K

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