Commercial Lines Insurance Advisor – High-Impact Growth

Trucordia

San Diego (CA)

On-site

USD 85,000 - 110,000

Full time

14 days+
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Benefits offered by this job

Flexible PTO
401K
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

Job summary

Trucordia in San Diego, California, is seeking a motivated sales professional with insurance expertise to manage a book of business while meeting sales quotas. Candidates must hold a Property and Casualty Insurance Producer License and possess at least five years of experience in insurance sales.

In this role, you will utilize Trucordia’s sales methods and collaborate with Client Services to sustain high renewal rates. This position includes extensive use of Microsoft Suite and Salesforce. The company provides comprehensive benefits, including flexible PTO and a 401K plan.

Qualifications

  • Must have a valid Property and Casualty Insurance Producer License.
  • At least 5 years of experience in insurance sales.
  • Proficient in Microsoft Suite and Salesforce.

Responsibilities

  • Meet established sales quotas on a monthly, quarterly, and annual basis.
  • Utilize Trucordia sales and marketing tools.
  • Act as a subject matter expert in your area of focus.
  • Manage a book of business to support renewal rates.
  • Collaborate with Client Service to analyze renewal business.

Skills

Analytical skills
Sales proficiency
Communication skills
Proficiency in Microsoft Suite
Proficiency in Salesforce

Education

State-issued Property and Casualty Insurance Producer License
5+ years in an insurance sales role

Job description

Trucordia in San Diego, California, is seeking a motivated sales professional with insurance expertise to manage a book of business while meeting sales quotas. Candidates must hold a Property and Casualty Insurance Producer License and possess at least five years of experience in insurance sales.

In this role, you will utilize Trucordia’s sales methods and collaborate with Client Services to sustain high renewal rates. This position includes extensive use of Microsoft Suite and Salesforce. The company provides comprehensive benefits, including flexible PTO and a 401K plan.

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