Producer - Personal Lines

Trucordia

$50K — $250K *
Finance & Insurance
Less than 5 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
  • 2-5 years in an insurance sales role
  • Proficiency with Microsoft Suite and Salesforce
  • Strong analytics and communication skills
  • Bilingual in English and Spanish or Portuguese (Highly Preferred)

Responsibilities

  • Meet established sales quotas on monthly, quarterly, and annual basis
  • Utilize Trucordia sales and marketing tools for activities like cold calls and prospect presentations
  • Act as subject matter expert for focused area to ensure long-term success
  • Manage a book of business to support high renewal rates
  • Collaborate with Client Service to analyze and place new business accounts
  • Follow Trucordia sales methodologies and best practices

Benefits

  • Medical, Dental, Vision coverage
  • Life Insurance and AD&D
  • Flexible Spending Account / Health Savings Account
  • Accident and Critical Illness Insurance
  • Hospital Indemnity coverage
  • Supplemental Health Insurance
  • Employee Assistance Program
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible Paid Time Off (PTO)
  • 401K Retirement Plan
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 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.


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.
  • 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.
  • Bi-lingual in English and Spanish or Portuguese (Highly Preferred)


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 draw/salary range for this position is $50,000-$250,000+, depending on factors such as geographic location, years of insurance sales experience, existing or portable book of business, and demonstrated ability to grow book revenue.

This role includes commission-based earnings tied to production results.

Similar Jobs

More Jobs at Trucordia

More Finance & Insurance Jobs

Find similar Producer - Personal Lines jobs: