Trucordia

Role Description Reports To: Client Service Team Leader Duties and Responsibilities: - Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines. - Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals. - Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy. - Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure. - Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction. - Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization. - Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit. - Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement. - Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers. - Mentor junior account management staff, providing training, technical guidance, and performance feedback. Qualifications - Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty and Life & Health. - Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision. - Strong knowledge of insurance markets, risk management strategies, and advanced policy structures. - Proven leadership skills, with experience mentoring or managing support staff or junior team members. - Excellent client-facing communication, presentation, and strategic consulting skills. - Proficient in AMS360 and other relevant tools and platforms. - Active P&C and/or Life & Health licenses required; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred. - Ability to handle high-pressure situations with poise and a client-first mindset. 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

• 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

• 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.

Role Description We're looking for a dynamic and results-driven Commercial Lines Producer to join our team in Stafford Springs, Connecticut. In this role, you'll be at the forefront of our commercial insurance business, building and nurturing client relationships while driving new business growth. As a Commercial Lines Producer, you'll combine your sales expertise with industry knowledge to identify opportunities, develop strategic solutions, and exceed ambitious sales targets. This is an excellent opportunity for a motivated professional who thrives in a fast-paced environment and is passionate about delivering exceptional customer value. - Meet and exceed established sales quotas on a monthly, quarterly, and annual basis through consistent effort and strategic planning. - Execute targeted sales activities including cold calls, in-person client meetings, and compelling prospect presentations to generate new business opportunities. - Develop and maintain a robust book of business, ensuring high renewal rates and long-term client satisfaction. - Collaborate effectively with Client Service teams to analyze renewal business, identify growth opportunities, and seamlessly place new accounts. - Leverage sales and marketing tools and platforms to execute results-oriented activities and track performance metrics. - Serve as a subject matter expert in your chosen area of commercial lines focus to maximize long-term success and client outcomes. - Analyze market trends and client needs to provide tailored insurance solutions that drive competitive advantage. - Follow established sales methodologies and best practices, utilizing company tools and sales management platforms effectively. - Maintain detailed records and documentation to support transparency, compliance, and informed decision-making. - Communicate professionally with internal teams and external clients to build trust and foster collaborative relationships. Qualifications - Valid state-issued Property and Casualty License. - Bachelor's degree in Business Management, Sales, Entrepreneurship, Marketing, or a related field of study. - Minimum 2-5 years of professional experience in an insurance sales role or related commercial lines environment. - Proficiency with Microsoft Suite (Word, Excel, PowerPoint, Outlook) and Salesforce or similar CRM platforms. - Demonstrated analytical skills with the ability to interpret data and make informed business decisions. - Strong internal and external communication skills with the ability to articulate complex concepts clearly. - Excellent time management and organizational skills with the ability to prioritize multiple tasks effectively. - Proven ability to develop and maintain client relationships while managing a growing book of business. - Strong negotiation and consultative selling skills. - Self-motivated with a results-oriented mindset and resilience in a competitive sales environment. - Ability to work both independently and collaboratively within a team-oriented culture. - Preferred: Experience with insurance industry software platforms and knowledge of commercial lines products. 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 Company 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. - We actively, genuinely CARE about our clients, each other and the quality of our work. - We COLLABORATE continuously because, together, we are more powerful. - 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. - We CELEBRATE both individual successes and collective accomplishments.

• Serve as the first point of contact for clients, providing prompt and professional service. • Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines. • Assist with gathering underwriting information and preparing submission materials. • Maintain strong carrier relationships to secure competitive quotes and solutions for clients. • Ensure the successful renewal and retention of accounts through proactive service and relationship management. • Maintain accurate and up-to-date records in the AMS360 agency management system. • Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. • Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

• Lead end-to-end carrier migration efforts • Serve as the primary point of contact for purchased locations • Partner with Carrier Operations, Carrier Contracts, and Treasury • Support and guide Project Administrators • Coordinate with leadership to ensure priorities are clear • Identify, track, and resolve risks and issues • Maintain accurate documentation and provide status updates • Drive continuous improvement by identifying workflow efficiencies

• Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating. • Maintain productive business relations and engage in extensive contact with clients, producers and underwriters. • Ensure clients have continuous and proper coverage and advise clients of any change recommendations. • Review current policies and provide recommendations regarding placement options. • Rounding out and cross selling book of business to reach the company growth goals. • Apply knowledge of coverages and forms to research and reconcile discrepancies. • Participate in development of new business and retention of renewal business. • Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products. • Produce business proposals and deliver professional presentations to clients.

• 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.

Role Description - Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans. - Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices. - Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions. - Foster trust and rapport with clients through your outgoing personality and cooperative attitude. - Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions. Qualifications - Minimum of 1 year of successful outbound dialing sales experience in the Medicare industry. - Passion for helping others and a commitment to excellent customer service. - Strong verbal communication skills, with the ability to convey complex information clearly and effectively. - Build rapport with clients, understanding their needs and providing tailored solutions. - Stay updated on Medicare products, services, and industry trends. - Proficient in Microsoft Windows environment and multiple CRM software systems. - Self-motivated with a powerful desire to succeed and achieve high performance. - Ability to thrive in a dynamic and fast-paced work environment while maintaining attention to detail. - Flexibility to adjust strategies based on client needs and feedback. - Valid Resident State Health Insurance (Required). - Continuing Education (CEs) are up to date (Required). - High School Diploma or GED. - Preferred qualifications include: - 1 year Sales Experience. - 1 year Medicare Advantage. - 1 year outbound dialing. 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.

• Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight. • Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. • Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. • Oversee onboarding of new accounts, including collection and analysis of underwriting data. • Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently. • Manage endorsements, claims inquiries, audits, and other service items with high attention to detail. • Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities. • Mentor or support more junior account team members as needed. • Stay informed on industry trends, product offerings, and regulatory changes impacting clients.