Senior Commercial Insurance Advisor

Trucordia Insurance Services, LLC; San Diego (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance & AD&D

FSA / HSA

401K

Job summary

Trucordia Insurance Services, LLC in San Diego seeks an experienced Insurance Sales Executive to drive new business and manage renewals. You will leverage Trucordia tools to conduct cold calls, in-person appointments, and prospect presentations to close deals, while maintaining a focused area of expertise for long-term success.

The ideal candidate has a state-issued Property & Casualty Producer license, 5+ years in insurance sales, and strong analytic and communication skills.

Qualifications

• State-issued Property and Casualty Insurance Producer License.
• 5+ years in an insurance sales role.
• Proficiency with Microsoft Office 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

Sales

Prospecting

Communication

Salesforce

Office Suite

Analytics

Tools

Salesforce

Microsoft Office

Job description

Trucordia Insurance Services, LLC in San Diego seeks an experienced Insurance Sales Executive to drive new business and manage renewals. You will leverage Trucordia tools to conduct cold calls, in-person appointments, and prospect presentations to close deals, while maintaining a focused area of expertise for long-term success.

The ideal candidate has a state-issued Property & Casualty Producer license, 5+ years in insurance sales, and strong analytic and communication skills.