Senior Client Advisor – Commercial Lines

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟠 Senior

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Trucordia

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

🤝 B2B

Insurance • Finance • B2B

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

• Meets established sales quotas on monthly, quarterly, and annual basis. • Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business. • Acts as subject matter expert to master chosen area of focus for highest probability of long-term success. • Continually manages a book of business to support high renewal rates. • Collaborates with Client Service to analyze renewal business and place new business accounts. • Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and 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