Senior Client Advisor – Commercial Lines

This is a fully remote position, open to applicants in California.

📋 Description

• Achieve the defined sales targets on a monthly, quarterly, and yearly basis

• Employ Trucordia's sales and marketing resources for cold calling, face-to-face meetings, and prospect presentations to secure new business

• Serve as a subject matter expert in a designated area of expertise

• Oversee a portfolio of clients to ensure high renewal rates

• Work in conjunction with Client Service to assess renewal business and onboard new business accounts

• Adhere to Trucordia's sales methodologies and best practices, including effective utilization of sales tools and the sales management platform

⛳️ Requirements

• Valid Property and Casualty Insurance Producer License issued by the state

• Over 5 years of experience in an insurance sales capacity

• Skilled in using professional software such as Microsoft Suite and Salesforce

• Proven abilities in analytics and both internal and external communication

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life Insurance and AD&D

• FSA / HSA

• Accident insurance

• Critical illness insurance

• Hospital indemnity insurance

• Supplemental health insurance

• EAP

• Pet insurance

• 11 paid holidays

• Flexible PTO

• 401K