Sr Client Advisor - Commercial Lines

Trucordia; Irvine (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance and AD&D

FSA / HSA

Accident Insurance

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia is seeking an experienced insurance sales representative for their Irvine, California office. The ideal candidate will have over 5 years in an insurance sales role, possess a state-issued Property and Casualty Insurance Producer License, and be proficient in Microsoft Suite and Salesforce. This position offers a comprehensive benefits package including medical, dental, vision, and flexible PTO.

Join a company that values diversity and merit-based hiring practices. As an equal opportunity employer, Trucordia fosters a work environment free from discrimination.

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.

Responsibilities

• Meets established sales quotas on monthly, quarterly, and annual basis.
• Utilizes Trucordia sales and marketing tools to execute results-oriented activities.
• Act as subject matter expert to master area of focus for long-term success.
• Manage a book of business to support high renewal rates.
• Collaborate with Client Service for renewal and new business analysis.

Skills

Insurance Sales

Analytics

Communication

Microsoft Suite

Salesforce

Education

Property and Casualty Insurance Producer License

Tools

Salesforce

Microsoft Suite

Job description

Job Description

Duties and 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.

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

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

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 (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) 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. 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.