Sr Commercial Insurance Producer

Trucordia

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

Qualifications

  • State-issued Property and Casualty Insurance Producer License required.
  • 5+ years of experience in insurance sales necessary.
  • Proficiency in Microsoft Suite and Salesforce essential.
  • Strong analytical skills and effective communication both internally and externally.

Responsibilities

  • Meet established sales quotas on a monthly, quarterly, and annual basis including organic growth.
  • Utilize Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations.
  • Act as a subject matter expert in a chosen area to ensure long-term success.
  • Manage a book of business to support high renewal rates.
  • Collaborate with Client Service to analyze renewal business and place new accounts.
  • Follow Trucordia's sales methodologies and best practices.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • Life Insurance and Accidental Death & Dismemberment (AD&D) benefits.
  • Flexible spending accounts (FSA) and health savings accounts (HSA).
  • Accident and critical illness insurance options available.
  • Hospital indemnity coverage offered.
  • Employee Assistance Program (EAP) for personal support.
  • Unique pet insurance for furry family members.
  • Generous paid holiday policy with 11 days offered.
  • Flexible paid time off (PTO) benefits.
  • 401K retirement plan to help secure financial future.
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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