Trucordia logo
Trucordia

Extraordinary opportunity. Exceptional experience.

Senior Client Advisor – Commercial Lines

GeneralGeneralFull TimeRemoteSeniorTeam 1,001-5,000Since 1987H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

7 hours ago

Salary

0

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Senior Client Advisor – Commercial Lines

Trucordia

• 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.

Job Requirements

  • 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

  • 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

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