Commercial Insurance Construction Advisor

Trucordia

$70K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • State-issued Property and Casualty or Life and Health Insurance Producer License.
  • 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
  • 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.

Responsibilities

  • Meets established sales quotas on monthly, quarterly, and annual basis.
  • Utilizes Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations.
  • Acts as subject matter expert to master area of specialization and manage a book of business.
  • Collaborates with Client Service to analyze and place business accounts.
  • Mentors less seasoned Producers throughout the sales and production cycle.
  • Maintains a book of business worth $500,000 in agency commissions/revenue.
  • Follows Trucordia sales methodologies and best practices.

Benefits

  • Medical, Dental, Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident Insurance
  • Critical Illness Insurance
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP (Employee Assistance Program)
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K
Full Job Description
Job Description

Duties and Responsibilities:
  • 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/specialization to ensure 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.
  • Works closely with less seasoned Producers to mentor the sales and production cycle to ensure success.
  • Maintains a notable book of business worth $500,000 in agency commissions/revenue year-over-year.
  • Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.


Qualifications
  • State-issued Property and Casualty or Life and Health Insurance Producer License.
  • 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
  • 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.


Additional Information

Please see our company 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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