Senior Client Advisor – Commercial Lines

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

📋 Description

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

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

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

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

• Work alongside Client Service to evaluate renewal business and onboard new business accounts.

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

⛳️ Requirements

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

• Over 5 years of experience in an insurance sales position.

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

• Proven abilities in analytics and effective communication, both internally and externally.

🏝️ 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