Sr Client Advisor - Commercial Lines

Trucordia

$70K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • State-issued Property and Casualty Insurance Producer License required.
  • Minimum of 5 years experience in insurance sales preferred.
  • Proficient in Microsoft Suite and Salesforce.
  • Strong analytical and communication skills needed.

Responsibilities

  • Meet established monthly, quarterly, and annual sales quotas.
  • Utilize Trucordia tools for cold calls, meetings, and presentations to secure new clients.
  • Master a specific focus area to ensure long-term success in sales.
  • Manage an ongoing book of business for high renewal rates.
  • Collaborate with Client Service for analyzing renewals and placing new accounts.
  • Adhere to Trucordia sales methodologies and effectively use sales management tools.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • Life Insurance and Accidental Death & Dismemberment (AD&D) provided.
  • Flexible spending accounts (FSA) and health savings accounts (HSA) available.
  • Accident, critical illness, and hospital indemnity insurance options offered.
  • Supplemental health insurance plans accessible.
  • Employee Assistance Program (EAP) for support services.
  • Pet Insurance to keep your furry friends covered.
  • 11 paid holidays throughout the year.
  • Flexible Paid Time Off (PTO) for work-life balance.
  • 401K plan for retirement savings.
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 Insurance Producer License.
  • 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

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