Sr Commercial Lines Producer

Trucordia

$70K — $95K *
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 and communication skills.
  • Experience building a Commercial Lines book of business worth at least $300K.
  • Preference for a transferable/portable book of business.
  • High self-motivation to work independently with minimal oversight.

Responsibilities

  • Achieve monthly, quarterly, and annual sales quotas.
  • Use Trucordia tools to conduct cold calls, meetings, and presentations.
  • Act as a subject matter expert in a defined area of focus.
  • Manage a book of business to ensure high renewal rates.
  • Work with Client Service to assess renewal and new business accounts.
  • Follow Trucordia's sales methodologies and best practices.

Benefits

  • Medical, Dental, Vision coverage
  • Life and Accidental Death & Dismemberment insurance
  • Flexible Spending Account (FSA) / Health Savings Account (HSA) options
  • Commuter and Child Care FSA
  • Cancer Support Benefits
  • Pet Insurance
  • Accident and Critical Illness coverage
  • Hospital Indemnity coverage
  • Employee Assistance Program (EAP)
  • 11 Paid Holidays
  • 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.
  • 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 tolls 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.
  • Proven ability to build a Commercial Lines book of business with at least $300K in revenue.
  • Strong preference for candidates with a transferable/portable book of business.
  • Must be highly self-driven and able to work independently with limited day-to-day oversight.


Additional Information

Please see our company Benefits:
  • Medical, Dental, Vision
  • Life and AD&D insurance
  • FSA / HSA
  • Commuter & Child Care FSA
  • Cancer Support Benefits
  • Pet Insurance
  • Accident & Critical Illness
  • Hospital Indemnity
  • Employee Assistance Program (EAP)
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

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