Commercial Insurance Advisor - The Carolinas

Trucordia Insurance Services, LLC; Wilmington (NC); On-site; USD 50,000 - 90,000; 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 seeks a highly motivated Commercial Lines Producer to join our remote Carolina team. The role centers on developing new business opportunities, managing existing client relationships, and delivering risk management solutions for businesses of all sizes.

Ideal candidates display strong sales acumen, a solid understanding of commercial insurance products, and a valid Property & Casualty license. Salesforce experience is a plus.

Qualifications

• Valid Property and Health & Life and Property & Casualty License

Responsibilities

• Generate new leads and build pipeline of potential clients.
• Present customized insurance solutions to meet clients' Employee Benefits and commercial needs.
• Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their commercial insurance needs.
• Coordinate with Account managers to present comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing.
• Leverage industry knowledge to keep clients informed on market trends, emerging risks, and changes in regulations that may affect their insurance needs.
• Stay current with industry trends, regulations, and changes in commercial insurance products.
• Prepare and submit regular progress reports on sales performance and account activities.

Skills

Sales acumen

Client relationships

Insurance knowledge

Tools

Salesforce

Job description

Commercial Insurance Advisor - The Carolinas

• Full-time
• Office Type: Remote

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

We are seeking a highly motivated and results-driven Commercial Lines Producer to join our dynamic team at Trucordia. The Commercial Lines Producer will be responsible for developing new business opportunities, managing existing client relationships, and providing risk management solutions tailored to businesses of all sizes. The ideal candidate will possess strong sales acumen, an in-depth understanding of commercial insurance products, and a passion for helping businesses protect their assets and operations through comprehensive insurance coverage.

Duties and Responsibilities:

• Generate new leads and build a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts.
• Present customized insurance solutions to meet clients' specific Employee Benefits and commercial needs.
• Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their commercial insurance needs.
• Coordinate with Account managers to present comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing.
• Leverage industry knowledge to keep clients informed on market trends, emerging risks, and changes in regulations that may affect their insurance needs.
• Stay current with industry trends, regulations, and changes in commercial insurance products.
• Prepare and submit regular progress reports on sales performance and account activities.

• Valid Property and Health & Life and Property & Casualty License
• Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow.
• Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.

Preferred qualifications include:

• Experience with Salesforce.
• Previous experience in building a book of business.
• Must possess a developing knowledge of commercial insurance markets to place new business and understand the supplemental insurance marketplace.

Please see our company 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

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 and 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. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.