Senior Client Advisor – Commercial Lines

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

📋 Description

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

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

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

• Oversee a portfolio of clients to ensure high renewal rates

• Partner with Client Service to evaluate renewal business and onboard new client accounts

• Adhere to Trucordia's sales methodologies and best practices

• Effectively utilize Trucordia tools and the sales management system

⛳️ Requirements

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

• Minimum of 5 years in an insurance sales position

• Competence 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

• Supplemental Health Insurance

• EAP

• Pet Insurance

• 11 Paid Holidays

• Flexible PTO

• 401K