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 Insurance Producer License required.
  • 5+ years in an insurance sales role is essential.
  • Proficient in Microsoft Suite and Salesforce for effective sales management.
  • Strong analytical skills to drive data-informed decisions.
  • Excellent communication skills for internal and external collaboration.

Responsibilities

  • Meet monthly, quarterly, and annual sales quotas.
  • Utilize sales and marketing tools for cold calling and client engagement.
  • Act as a subject matter expert in a specific area of insurance.
  • Manage a book of business to ensure high renewal rates.
  • Collaborate with Client Service to analyze and secure renewal and new accounts.
  • Follow company sales methodologies for standard practice.

Benefits

  • Medical, Dental, Vision insurance coverage.
  • Life Insurance and Accidental Death and Dismemberment (AD&D).
  • Flexible Spending Account (FSA) / Health Savings Account (HSA).
  • Accident insurance and Critical Illness coverage available.
  • Hospital Indemnity insurance offered.
  • Supplemental Health Insurance options.
  • Employee Assistance Program (EAP) provided.
  • Pet Insurance included.
  • 11 Paid Holidays each year.
  • Flexible Paid Time Off (PTO) policy.
  • 401K plan participation.
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

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.

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