Client Advisor - Commercial Lines

Trucordia Insurance Services, LLC; San Diego (CA); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Life and AD&D insurance

FSA / HSA

Commuter & Child Care FSA

Pet Insurance

Accident & Critical Illness

Hospital Indemnity

Employee Assistance Program (EAP)

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking an experienced Insurance Sales Representative in San Diego. The role requires developing new business, meeting sales quotas, and managing existing client accounts.

The ideal candidate will have at least 5 years of insurance sales experience and a Property and Casualty Insurance Producer License. Benefits include health insurance, flexible PTO, and a 401K plan.

Qualifications

• 5+ years in an insurance sales role.
• Strong analytical and communication skills.
• Proficiency with tools like Microsoft Suite and Salesforce.

Responsibilities

• Meets established sales quotas on a monthly, quarterly, and annual basis.
• Utilizes Trucordia sales tools for cold calls and presentations to close business.
• Manages a book of business to support high renewal rates.

Skills

Insurance sales experience

Communication skills

Analytical skills

Proficiency in Microsoft Suite

Proficiency in Salesforce

Education

State-issued Property and Casualty Insurance Producer License

Job description

Compensation: USD 85,000 - USD 110,000 - yearly

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.

Benefits

• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

EEO Statement

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation, training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.