Sr Client Advisor - Commercial Lines

Trucordia Insurance Services, LLC; Bakersfield (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Critical Illness Insurance

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking an experienced individual for a sales position aimed at meeting sales quotas. Ideal candidates will have a state-issued Property and Casualty Insurance Producer License and over 5 years in insurance sales.

The role involves utilizing marketing tools to acquire new business, managing a book of business for high renewal rates, and collaborating with Client Service to analyze renewal business.

Benefits include Life Insurance, Flexible PTO, and 401K.

Qualifications

• State-issued Property and Casualty Insurance Producer License required.
• Minimum of 5 years in a sales role within the insurance industry.
• Proficiency with Microsoft Suite and Salesforce essential.

Responsibilities

• Meets established sales quotas on a monthly, quarterly, and annual basis.
• Utilizes sales and marketing tools for business acquisition.
• Manages a book of business to support high renewal rates.
• Collaborates with Client Service for analyzing renewal business.

Skills

Sales skills

Communication

Analytical skills

Microsoft Suite proficiency

Salesforce proficiency

Education

State-issued Property and Casualty Insurance Producer License

5+ years in an insurance sales role

Job description

Job Description

Responsibilities:

• Meets established sales quotas on a 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.

Qualifications

• State‑issued Property and Casualty Insurance Producer License.
• 5+ years in an insurance sales role.
• Proficiency with professional programs such as Microsoft Suite and Salesforce.
• Demonstrated skills in analytics and internal/external communication.

Benefits

• Life Insurance and AD&D
• FSA / HSA
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Equal Opportunity Employer

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not interview prospective candidates via instant message or group chat; does not request banking or credit card information during the interview process; and does not require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer. 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.