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 is required.
  • Minimum of 5 years experience in an insurance sales role.
  • Proficient in Microsoft Suite and Salesforce.
  • Strong analytical skills and effective communication, both internal and external.

Responsibilities

  • Achieve monthly, quarterly, and annual sales quotas.
  • Leverage Trucordia sales tools for activities like cold calling and prospect presentations.
  • Serve as a subject matter expert in your specific area to maximize long-term success.
  • Manage a book of business to enhance renewal rates.
  • Collaborate with Client Service to assess renewal business and onboard new accounts.
  • Adhere to Trucordia's sales methodologies and utilize sales management platforms effectively.

Benefits

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