Sr Client Advisor - Commercial Lines

Trucordia

$80K — $95K *
US-AnywhereRemote in San Diego, CA
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.
  • Proficient in Microsoft Suite and Salesforce.
  • Strong analytical skills and communication abilities.

Responsibilities

  • Achieve monthly, quarterly, and annual sales quotas.
  • Utilize Trucordia sales tools for cold calls and prospect presentations.
  • Act as a subject matter expert in a specific focus area.
  • Manage a book of business to ensure high renewal rates.
  • Collaborate with Client Service on business analysis and account placement.
  • Adhere to Trucordia's sales methodologies and best practices.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • Life Insurance and Accidental Death & Dismemberment (AD&D).
  • Flexible Spending Account (FSA) and Health Savings Account (HSA).
  • Variety of supplemental insurances, including accident and critical illness.
  • Employee Assistance Program (EAP).
  • Pet insurance available.
  • Generous time off with 11 paid holidays and flexible PTO.
  • Retirement savings plan (401K).
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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