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.
  • 4-year degree in Business Management, Sales, Entrepreneurship, Marketing, or related field preferred.
  • 2-5 years of experience in an insurance sales role essential.
  • Proficient in Microsoft Suite and Salesforce for effective workflow management.
  • Strong skills in analytics and both internal and external communication.

Responsibilities

  • Produce new commercial lines insurance revenue through targeted sales.
  • Achieve established sales quotas monthly, quarterly, and annually.
  • Utilize Trucordia marketing tools for effective cold calling and client meetings.
  • Serve as a subject matter expert to enhance long-term success in specific focus areas.
  • Manage a book of business to ensure high renewal rates.
  • Collaborate with Client Service for analyzing renewals and securing new accounts.
  • Adhere to Trucordia sales methodologies and effectively use sales tools.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • Life insurance and accidental death & dismemberment (AD&D) coverage.
  • Flexible spending accounts (FSA) and health savings accounts (HSA).
  • Additional coverage options for accidents and critical illnesses.
  • Hospital indemnity insurance and supplemental health options available.
  • Access to an Employee Assistance Program (EAP).
  • Pet insurance for your furry family members.
  • Generous 11 paid holidays each year.
  • Flexible paid time off (PTO) policy.
  • Retirement savings plan with 401K 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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