Insurance Sales Advisor - Commercial Lines

Trucordia

$65K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • State-issued Property and Casualty Insurance Producer License required.
  • Bachelor's degree in Business Management, Sales, Entrepreneurship, Marketing, or a related field.
  • 2 to 5 years of experience in an insurance sales role necessary.
  • Proficiency in Microsoft Suite and Salesforce is mandatory.
  • Strong analytics and communication skills are essential.

Responsibilities

  • Generate new commercial lines insurance revenue.
  • Meet sales quotas on a monthly, quarterly, and annual basis.
  • Utilize sales and marketing tools for outreach, including cold calls and presentations.
  • Act as a subject matter expert in a focused area to ensure long-term success.
  • Manage a book of business to maintain high renewal rates.
  • Collaborate with client service teams to analyze and place renewal business.
  • Adhere to company sales methodologies and utilize sales management platforms effectively.

Benefits

  • Medical, Dental, Vision insurance.
  • Life Insurance and Accidental Death & Dismemberment (AD&D).
  • Flexible Spending Account (FSA) / Health Savings Account (HSA).
  • Accident and Critical Illness insurance.
  • Hospital Indemnity and Supplemental Health Insurance options.
  • Employee Assistance Program (EAP).
  • Pet Insurance available.
  • 11 Paid Holidays each year.
  • Flexible Paid Time Off (PTO).
  • 401K retirement plan options.
Full Job Description
Job Description

Duties and Responsibilities:
  • Production of new commercial lines insurance rveenue,
  • 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 tolls and sales management platform.
  • Builds pipeline in Salesforce.


Qualifications
  • State-issued Property and Casualty Insurance Producer License.
  • 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
  • 2-5 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

The total compensation range for this position is $65,000-$110,000, depending on factors such as geographic location, years of insurance sales experience, and demonstrated ability to grow book revenue.

This role includes a two-year tiered-down non-recoverable draw and commission-based earnings tied to production results.

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