Commercial Insurance Growth Advisor

Trucordia Insurance Services, LLC; Wayne (PA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance and AD&D

FSA / HSA

Accident

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC in Wayne, PA seeks an experienced Insurance Sales professional to meet monthly and quarterly quotas. You will leverage Salesforce and Microsoft Office to drive new business, manage renewals, and collaborate with Client Service to maximize retention.

Requirements include a state-issued Property and Casualty or Life and Health license, a 4-year degree, and 2–5 years in insurance sales. Proficiency with CRM and analytics is essential.

Qualifications

• State-issued Property and Casualty or Life and Health Insurance Producer License.
• 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
• 2-5 years in an insurance sales role
• Proficiency with professional programs such as Microsoft Suite and Salesforce.
• Demonstrated skills in analytics and internal/external communication.

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.

Skills

Sales experience

CRM knowledge

Communication

Analytical skills

Education

4-year degree in Business Management, Sales, Entrepreneurship, Marketing or related area

Tools

Salesforce

Microsoft Office

Job description

Trucordia Insurance Services, LLC in Wayne, PA seeks an experienced Insurance Sales professional to meet monthly and quarterly quotas. You will leverage Salesforce and Microsoft Office to drive new business, manage renewals, and collaborate with Client Service to maximize retention.

Requirements include a state-issued Property and Casualty or Life and Health license, a 4-year degree, and 2–5 years in insurance sales. Proficiency with CRM and analytics is essential.