Sr Client Advisor - Commercial Lines

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 field.

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

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.

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