Producer - Personal Lines

Trucordia

$50K — $250K *
US-AnywhereRemote in Worcester, MA
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 required.
  • Bachelor's degree in Business Management, Sales, Entrepreneurship, Marketing, or related field.
  • 2-5 years of experience in an insurance sales role required.
  • Proficient in Microsoft Office Suite and Salesforce.
  • Strong analytical and communication skills are essential.
  • Bilingual in English and Spanish or Portuguese is highly preferred.

Responsibilities

  • Achieve established sales quotas on a monthly, quarterly, and annual basis.
  • Utilize Trucordia sales and marketing tools for cold calls, appointments, and presentations to close new business.
  • Serve as a subject matter expert to optimize long-term success in a designated focus area.
  • Manage a book of business that supports high renewal rates.
  • Collaborate with Client Service to analyze and renew business while placing new accounts.
  • Follow Trucordia's sales methodologies and best practices for tool utilization and sales management.

Benefits

  • Comprehensive Medical, Dental, and Vision coverage.
  • Life Insurance and Accidental Death and Dismemberment (AD&D) insurance.
  • Flexible Spending Account (FSA) and Health Savings Account (HSA).
  • Various supplemental health policies, including Accident and Critical Illness coverage.
  • Employee Assistance Program (EAP) for mental health support.
  • Pet insurance as a unique employee benefit.
  • 11 paid holidays per year alongside flexible Paid Time Off (PTO).
  • 401K retirement plan options.
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.

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