Senior Client Advisor – Commercial Lines

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

📋 Description

• Achieve designated sales targets on a monthly, quarterly, and annual basis.

• Utilize Trucordia's sales and marketing resources for cold outreach, face-to-face meetings, and presentations to secure new clients.

• Serve as a subject matter expert in a specific area of focus.

• Proactively manage a portfolio of clients to ensure high renewal rates.

• Work in conjunction with Client Service to evaluate renewal accounts and onboard new business clients.

• Adhere to Trucordia's sales methodologies and best practices, ensuring effective use of Trucordia tools and the sales management platform.

⛳️ Requirements

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

• Minimum of 5 years' experience in an insurance sales position.

• Proficient in 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