Senior Commercial Lines Advisor — Growth, Client Impact

SmartRecruiters, Inc.; Shasta Lake (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Life Insurance & AD&D

FSA/HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

Employee Assistance Program

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking an experienced insurance sales professional in California to drive new business and renewals. You will leverage our sales tools to conduct cold calls, presentations, and client meetings, aiming to exceed quotas and build long-term relationships.

The ideal candidate holds a State-issued P&C Insurance Producer License, has 5+ years in insurance sales, and is proficient with Microsoft Office and Salesforce.

Qualifications

• License required: State-issued Property and Casualty Insurance Producer License.
• 5+ years in an insurance sales role.
• Proficient with Microsoft Office and Salesforce.
• Strong analytics and communications skills.

Responsibilities

• Meet established sales quotas monthly, quarterly, and annually.
• Use Trucordia tools to perform cold calls, appointments, and presentations to close new business.
• Manage a book of business to support renewals.
• Collaborate with Client Service to analyze renewal and place new accounts.
• Follow sales methodologies and use of sales management platform.

Skills

Insurance sales

Analytics & communications

Microsoft Office & Salesforce

Education

State-issued Property and Casualty Insurance Producer License

Tools

Salesforce

Microsoft Suite

Job description

Trucordia Insurance Services, LLC is seeking an experienced insurance sales professional in California to drive new business and renewals. You will leverage our sales tools to conduct cold calls, presentations, and client meetings, aiming to exceed quotas and build long-term relationships.

The ideal candidate holds a State-issued P&C Insurance Producer License, has 5+ years in insurance sales, and is proficient with Microsoft Office and Salesforce.