Sr Client Advisor - Commercial Lines

Trucordia Insurance Services, LLC; San Diego (CA); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Life Insurance

AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking a results-driven Insurance Sales Professional in San Diego to meet quotas and grow a book of business. Responsibilities include cold calls, client appointments, and presentations to close new business, while collaborating with Client Service to support renewals and analyze renewal opportunities.

A state-issued Property and Casualty Insurance Producer License and 5+ years in insurance sales are required; Microsoft Office and Salesforce experience is

Qualifications

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

Responsibilities

• Meet established sales quotas on monthly, quarterly, and annual bases.
• Utilize Trucordia sales tools to conduct cold calls, in-person appointments, and prospect presentations to close new business.
• Act as subject matter expert to maximize long-term success in chosen area of focus.
• Continually manage a book of business to support high renewal rates.
• Collaborate with Client Service to analyze renewal business and place new accounts.
• Follow Trucordia sales methodologies and best practices, including proper use of sales management platform.

Skills

Sales

Analytics

Communication

Tools

Salesforce

Microsoft Suite

Job description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

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.

Additional Information

Please see our company Benefits:

• Life Insurance and AD&D
• FSA / HSA
• 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 offersuse 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.