Sr Client Advisor - Commercial Lines

Trucordia; San Diego (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Life Insurance and AD&D

Flexible PTO

401K

Critical Illness Insurance

Pet Insurance

11 Paid Holidays

Job summary

Trucordia in San Diego is seeking an experienced insurance sales professional. Responsibilities include meeting sales quotas, utilizing sales tools for effective client engagement, and managing a book of business for high renewal rates.

The ideal candidate will have over 5 years of experience in an insurance sales role and a state-issued Property and Casualty Insurance Producer License. The benefits include flexible PTO, life insurance, and a 401K plan.

Qualifications

• 5+ years in an insurance sales role.
• State-issued Property and Casualty Insurance Producer License required.

Responsibilities

• Meet established sales quotas monthly, quarterly, annually.
• Utilize sales tools for cold calls, appointments, and presentations.
• Manage and analyze a book of business for renewals.

Skills

Property and Casualty Insurance Producer License

Salesforce proficiency

Microsoft Suite proficiency

Analytical skills

Communication skills

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.