Senior P&C Insurance Sales Executive

Trucordia

• $50K — $250K *
Finance & Insurance
5 - 7 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 a related field.
  • Minimum of 5 years in an insurance sales role.
  • Proficient in Microsoft Suite and Salesforce.
  • Strong analytical skills and effective communication abilities.

Responsibilities

  • Achieve monthly, quarterly, and annual sales quotas.
  • Leverage Trucordia sales tools for cold calls, appointments, and presentations to secure new business.
  • Serve as a subject matter expert in a specialized area to enhance long-term success.
  • Collaborate with Client Service to analyze and manage renewal and new business accounts.
  • Mentor junior Producers throughout the sales and production cycle.
  • Maintain a book of business generating $500,000 in agency commissions annually.
  • Adhere to Trucordia sales methodologies and best practices.

Benefits

  • Medical, Dental, and Vision insurance.
  • Life and AD&D insurance.
  • Flexible Spending Account (FSA) and Health Savings Account (HSA).
  • Commuter and Child Care FSA options.
  • Cancer Support Benefits.
  • Pet Insurance available.
  • Accident and Critical Illness coverage.
  • Hospital Indemnity insurance.
  • Employee Assistance Program (EAP).
  • 11 Paid Holidays each year.
  • 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/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 tolls 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 and AD&D insurance
  • FSA / HSA
  • Commuter & Child Care FSA
  • Cancer Support Benefits
  • Pet Insurance
  • Accident & Critical Illness
  • Hospital Indemnity
  • Employee Assistance Program (EAP)
  • 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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