Senior Client Advisor – Commercial Lines

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

📋 Description

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

• Leverage Trucordia's sales and marketing resources for cold calls, in-person 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 tandem with Client Service to evaluate renewal business and onboard new accounts.

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

⛳️ Requirements

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

• A 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, Dental, Vision coverage.

• Life Insurance and Accidental Death & Dismemberment (AD&D).

• Flexible Spending Account (FSA) / Health Savings Account (HSA).

• Accident insurance.

• Critical Illness insurance.

• Hospital Indemnity.

• Supplemental Health Insurance.

• Employee Assistance Program (EAP).

• Pet Insurance.

• 11 Paid Holidays.

• Flexible Paid Time Off (PTO).

• 401K plan.