Personal Lines Sales Representative

🕒 September 1

🏄 California – Remote

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💵 $49k - $53k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 8%

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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

• 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 • Prepare and submit regular progress reports on sales performance and account activities • Work as part of a successful sales team supported by a dedicated service team

🎯 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 • 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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