Sr Client Advisor - Commercial Lines

Trucordia

$90K — $120K *
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.
  • 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
  • 5+ years in an Insurance sales role expected.
  • Proficiency with Microsoft Suite and Salesforce essential.
  • Demonstrated skills in analytics and effective communication required.

Responsibilities

  • Achieve sales quotas on a monthly, quarterly, and annual basis.
  • Utilize Trucordia tools for effective sales activities including cold calling and prospect presentations.
  • Act as a subject matter expert in a chosen specialization for long-term success.
  • Collaborate with Client Service to analyze renewals and secure new accounts.
  • Mentor less seasoned Producers throughout the sales cycle for increased effectiveness.
  • Manage a book of business valued at $500,000 in annual agency commissions.
  • Follow Trucordia sales methodologies and best practices using their management platform.

Benefits

  • Medical, Dental, Vision coverage available.
  • Life Insurance and Accidental Death & Dismemberment (AD&D) included.
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) options.
  • Additional Accident, Critical Illness, and Hospital Indemnity insurance provided.
  • Supplemental Health Insurance available.
  • Employee Assistance Program (EAP) benefits offered.
  • Pet Insurance included as an option.
  • 11 Paid Holidays offered throughout the year.
  • Flexible PTO for work-life balance.
  • 401K retirement plan available.
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 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.
  • 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

Trucordia Insurance Services, LLC and its affiliates (collectively, the "Company") is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Similar Jobs

More Jobs at Trucordia

More Finance & Insurance Jobs

Find similar Sr Client Advisor - Commercial Lines jobs: