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
Proven success in building a $300K Commercial Lines book of business
Preference for a transferable book of business
Self-driven and independent work ethic
Responsibilities
Meet sales quotas monthly, quarterly, and annually
Utilize sales and marketing tools for cold calls and presentations
Act as a subject matter expert in a chosen area
Manage a book of business to ensure high renewal rates
Collaborate with Client Service on renewals and new accounts
Follow Trucordia sales methodologies and best practices
Benefits
Medical, Dental, Vision insurance
Life and AD&D insurance
FSA / HSA options
Commuter & Child Care FSA
Cancer Support Benefits
Pet Insurance
Accident & Critical Illness coverage
Hospital Indemnity
Employee Assistance Program (EAP)
11 Paid Holidays
Flexible PTO
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 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.
