Personal Lines Producer

Trucordia Insurance Services, LLC; Roseville (CA); Sur place; USD 34 000 - 41 000; Plein temps

Avantages offerts par ce poste

Medical, Dental, Vision

Life and AD&D insurance

FSA / HSA

Commuter & Child Care FSA

Cancer Support Benefits

Pet Insurance

Accident & Critical Illness

Hospital Indemnity

Employee Assistance Program (EAP)

11 Paid Holidays

Flexible PTO

401K

Résumé du poste

Trucordia Insurance Services, LLC is seeking a results-driven Personal Lines Producer to join our California team. You will develop new business, manage client relationships, and tailor risk management solutions for homeowners, auto, and related lines.

The role requires a P&C license, 3 years of personal lines sales experience, and strong communication in a collaborative environment. Join a growth-focused firm that values client service, cross-sell opportunities, and staying current with

Qualifications

• Valid Property and Casualty License.
• 3 years of experience in personal lines sales.
• Strong communication and interpersonal skills.

Responsabilités

• Build a strong pipeline of potential clients through proactive prospecting, networking and marketing efforts.
• Present customized insurance solutions for homeowners, auto, umbrella, earthquake, and personal articles floaters.
• Establish and maintain long-term relationships with clients as trusted advisors for personal and family insurance needs.
• Create and present comprehensive insurance proposals and quotations with clear terms and pricing.
• Review policy renewals to identify cross-sell opportunities and coverage gaps.
• Communicate renewal changes and seek cost savings during reviews; remarket to different carriers as needed.
• Keep clients informed on market trends, emerging risks, and regulatory changes affecting needs.
• Stay current with industry trends and changes in personal lines products.
• Prepare and submit regular progress reports on sales performance and account activities.

Connaissances

Interpersonal skills

Communication skills

Team collaboration

Prioritization under pressure

Formation

Property and Casualty License

Outils

AMS 360

Description du poste

Extraordinary Opportunity. Exceptional Experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

We are seeking a highly motivated and results-driven Personal Lines Producer to join our dynamic team at Trucordia. The Personal Lines Producer will be responsible for developing new business opportunities, managing existing client relationships, and providing risk management solutions tailored to clients of all types. The ideal candidate will possess strong sales acumen, an in-depth understanding of personal lines insurance products, and a passion for helping insureds protect their assets through comprehensive insurance coverage.

Duties and Responsibilities:

• While we have processes in place to help generate new business opportunities, building a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts is also required.
• Present customized insurance solutions to meet clients' specific needs including but not limited to homeowners, auto, umbrella, earthquake, and personal articles floaters.
• Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their personal and family insurance needs
• Create and present comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing.
• Review current policy renewals to look for potential cross-sell opportunities and potential gaps in coverage.
• Communicate with clients regarding increased renewal premiums while looking for potential savings during coverage reviews and remarket to different carriers as necessary.
• 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 personal lines insurance products.
• Prepare and submit regular progress reports on sales performance and account activities.

Qualifications

• Valid Property and Casualty License
• 3 years of experience in personal lines sales
• Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow.
• Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.
• Must have a strong understanding of homeowners and personal auto coverage.

Preferred qualifications include:

• Must possess a developing knowledge of personal insurance markets to place new business and understand the supplemental insurance marketplace.
• Strong sales acumen and experience with AMS 360

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Compensation:

$25.00-$30.00 an hour plus commission (commensurate on experience)

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. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.