Sr Client Advisor - Commercial Lines

Trucordia

$100K — $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
  • Bachelor's degree in Business Management, Sales, Entrepreneurship, Marketing, or similar field
  • Minimum of 5 years experience in an insurance sales role
  • Proficient in Microsoft Suite and Salesforce
  • Strong analytical skills and effective communication abilities.

Responsibilities

  • Meet established sales quotas monthly, quarterly, and annually.
  • Utilize Trucordia sales and marketing tools for cold calls, meetings, and presentations.
  • Act as a subject matter expert in your area of focus for long-term success.
  • Collaborate with Client Service to manage renewals and new business accounts.
  • Mentor less experienced producers throughout the sales and production process.
  • Manage a book of business generating $500,000 in agency commissions annually.
  • Follow Trucordia's sales methodologies and best practices.

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Life insurance and Accidental Death & Dismemberment (AD&D)
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) options
  • Accident, critical illness, and hospital indemnity insurance
  • Supplemental health insurance available
  • Employee Assistance Program (EAP)
  • Pet insurance coverage
  • 11 paid holidays each year
  • Flexible paid time off (PTO) policy
  • 401(k) 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/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.

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