Insurance Producer II: Growth & Renewal Specialist

Trucordia Insurance Services, LLC; Oklahoma City (OK); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Life Insurance

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia is seeking an energetic Insurance Sales Specialist in Oklahoma City to join our growing brokerage. You will meet monthly, quarterly, and annual sales quotas, leverage our sales and marketing tools, and manage a book of business to drive renewals and new accounts.

You will work with Client Service, follow sales methodologies, and develop subject-matter expertise in your focus area. A 4-year degree and state licenses are required; proficiency with Microsoft Office and Salesforce is

Qualifications

• 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.

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

Analytical mindset

Strong communication

Education

Bachelor's Degree in Business Management, Sales, Entrepreneurship, Marketing or related area

Property & Casualty or Life & Health Producer License

Tools

Salesforce

Microsoft Office

Job description

Trucordia is seeking an energetic Insurance Sales Specialist in Oklahoma City to join our growing brokerage. You will meet monthly, quarterly, and annual sales quotas, leverage our sales and marketing tools, and manage a book of business to drive renewals and new accounts.

You will work with Client Service, follow sales methodologies, and develop subject-matter expertise in your focus area. A 4-year degree and state licenses are required; proficiency with Microsoft Office and Salesforce is