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.
Senior Client Advisor – Commercial Lines
🕒 August 11
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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 professional programs such as Microsoft Suite and Salesforce • Demonstrated skills in analytics and internal/external communication
🏖️ Benefits
• Medical, Dental, Vision • Life Insurance and AD&D • FSA / HSA • Accident • Critical Illness • Hospital Indemnity • Supplemental Health Insurance • EAP • Pet Insurance • 11 Paid Holidays • Flexible PTO • 401K
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