Insurance Producer II: Growth & Renewal Expert

Trucordia; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Life Insurance

AD&D

FSA/HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia is seeking a results-driven Sales professional to drive insurance solutions for clients in a fast-growing brokerage. You will prospect, present, and close new business while maintaining strong renewal rates and leveraging our sales platform for analytics and efficiency.

You will work with a cross-functional team across sales and client service, using industry licenses and tools to grow book of business in a dynamic, people-centered firm.

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.
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Skills

Insurance license

Sales experience

Microsoft Office

Salesforce

Analytical skills

Communication skills

Education

4-year degree in business/related

Tools

Microsoft Office

Salesforce

Job description

Trucordia is seeking a results-driven Sales professional to drive insurance solutions for clients in a fast-growing brokerage. You will prospect, present, and close new business while maintaining strong renewal rates and leveraging our sales platform for analytics and efficiency.

You will work with a cross-functional team across sales and client service, using industry licenses and tools to grow book of business in a dynamic, people-centered firm.