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 annual 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 and excel in a specific area of focus.

• Consistently oversee a portfolio of clients to ensure high renewal rates.

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

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

⛳️ Requirements

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

• A minimum of 5 years of experience in an insurance sales position.

• Proficient in professional software applications, including 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.