Insurance Sales Advisor - The Carolinas

Trucordia Insurance Services, LLC; Asheboro (NC); On-site; USD 50,000 - 80,000; 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 Insurance Services, LLC is seeking a highly motivated Commercial Lines Producer to develop new business opportunities and manage client relationships. The ideal candidate will have strong sales skills and a deep understanding of commercial insurance products.

This position involves generating leads, presenting tailored insurance solutions, and staying informed on market trends to best serve clients' needs. Benefits include life insurance, flexible PTO, and a 401K plan.

Qualifications

• Possess strong sales acumen and in-depth understanding of commercial insurance products.
• Ability to work well under pressure in a team environment.
• Excellent interpersonal skills including listening and communication skills.

Responsibilities

• Generate new leads and build a strong pipeline through prospecting.
• Present customized insurance solutions to clients.
• Establish and maintain long-term relationships with clients.

Skills

Sales acumen

Interpersonal skills

Ability to prioritize

Education

Valid Property and Health & Life and Property & Casualty Licenses

Tools

Salesforce

Job description

Job Description

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.

Qualifications

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

Preferred Qualifications

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

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.