Sr Client Advisor - Commercial Lines

SmartRecruiters, Inc.; San Francisco, Northern (CA, KY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

Employee Assistance Program (EAP)

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia, a growing insurance brokerage, seeks an experienced Insurance Producer to drive sales, manage a book of business, and collaborate with client services. The role emphasizes quota attainment, renewal optimization, and mentorship of junior producers in a fast-paced environment.

The position requires an active producer license and a four-year degree, with strong proficiency in Microsoft Office and Salesforce. On-site work in a dynamic team setting is expected.

Qualifications

• State-issued Property and Casualty or Life and Health Insurance Producer License.
• 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
• 5+ years in an Insurance sales role.
• Proficiency with Microsoft Suite and Salesforce; strong analytics and communication skills.

Responsibilities

• Meets established sales quotas on monthly, quarterly, and annual basis.
• Utilizes sales tools to conduct cold calls, in-person appointments, and prospect presentations to close new business.
• Acts as subject matter expert to manage a book of business and maintain high renewal rates.
• Collaborates with Client Service to analyze renewal business and place new accounts.
• Mentors less experienced Producers through the sales cycle to ensure success.
• Maintains a notable book of business worth $500,000 in agency commissions/revenue year-over-year.
• Follows sales methodologies and uses the company’s sales tools and platform.

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/specialization to ensure 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.
• Works closely with less seasoned Producers to mentor the sales and production cycle to ensure success.
• Maintains a notable book of business worth $500,000 in agency commissions/revenue year-over-year.
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Qualifications

• State-issued Property and Casualty or Life and Health Insurance Producer License.
• 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
• 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 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.