Sr Commercial Insurance Producer

Trucordia

$80K — $95K *
US-AnywhereRemote in Irvine, CA
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • State-issued Property and Casualty Insurance Producer License
  • 5+ years in an insurance sales role
  • Proficiency with Microsoft Suite and Salesforce
  • Strong analytical skills
  • Exemplary internal and external communication abilities

Responsibilities

  • Meets monthly, quarterly, and annual sales quotas, focusing on organic growth
  • Executes sales activities through cold calls, appointments, and presentations for new business and client retention
  • Serves as a subject matter expert to ensure long-term success in a defined area
  • Manages a book of business to maintain high renewal rates
  • Collaborates with Client Service to analyze and renew business accounts
  • Adheres to Trucordia's sales methodologies and utilizes their tools effectively

Benefits

  • Medical, Dental, Vision coverage
  • Life Insurance and Accidental Death & Dismemberment
  • Flexible Spending Account (FSA) and Health Savings Account (HSA)
  • Accident and Critical Illness insurance options
  • Hospital Indemnity insurance
  • Supplemental Health Insurance
  • Employee Assistance Program (EAP)
  • Pet Insurance
  • 11 Paid Holidays per year
  • Flexible Paid Time Off (PTO)
  • 401K retirement plan
Full Job Description
Job Description

Duties and Responsibilities:
  • Meets established sales quotas on monthly, quarterly, and annual basis including organic growth.
  • 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 and retention.
  • 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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