Senior Client Advisor – Commercial Lines

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

📋 Description

• Achieves set sales targets on a monthly, quarterly, and annual basis.

• Leverages Trucordia’s sales and marketing resources to perform result-driven activities such as cold calling, face-to-face meetings, and presentations to secure new business.

• Serves as a subject matter expert, specializing in a designated area to maximize chances of long-term success.

• Regularly oversees a portfolio of clients to maintain high renewal rates.

• Works closely with Client Service to evaluate renewal business and onboard new accounts.

• Adheres to Trucordia's sales methodologies and best practices, including effective utilization of Trucordia 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 position.

• Proficient in professional software applications such as Microsoft Suite and Salesforce.

• Proven ability in analytics and both internal and external communication skills.

🏝️ Benefits

• Medical

• Dental

• Vision

• Life Insurance and AD&D

• FSA / HSA

• Accident Insurance

• Critical Illness Insurance

• Hospital Indemnity Insurance

• Supplemental Health Insurance

• Employee Assistance Program (EAP)

• Pet Insurance

• 11 Paid Holidays

• Flexible Paid Time Off (PTO)

• 401K