Sr Commercial Insurance Producer

Trucordia; Irvine (CA); On-site; USD 60,000 - 80,000; 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, based in Irvine, California, is seeking a skilled Insurance Sales Professional to achieve set sales quotas and manage client relationships. Candidates must hold a State-issued Property and Casualty Insurance Producer License and have over 5 years of experience in insurance sales.

Beneficial skills include proficiency in Microsoft Suite and Salesforce, strong communication abilities, and analytical skills. The role offers a comprehensive benefits package, including flexible PTO and 401K.

Qualifications

• 5+ years in an insurance sales role.
• Proficiency in Microsoft Office and Salesforce.
• Demonstrated skills in analytics and communication.

Responsibilities

• Meet established sales quotas on monthly, quarterly, and annual basis.
• Utilize sales and marketing tools for cold calls and presentations.
• Manage a book of business to support high renewal rates.

Skills

Sales skills

Communication skills

Analytical skills

Proficiency with Microsoft Suite

Proficiency with Salesforce

Education

State-issued Property and Casualty Insurance Producer License

Job description

Job Description

• Meets established sales quotas on monthly, quarterly, and annual basis including organic growth.
• 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 and retention.
• 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 Employment Opportunity Statement

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.