Senior Client Advisor – Commercial Lines

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

📋 Description

• Achieve defined 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 in a designated area of specialization.

• Oversee a portfolio of clients to ensure high renewal rates.

• Work in tandem with 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 sales 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 Microsoft Suite and Salesforce.

• Proven abilities in analytics and both internal and external communication.

🏝️ Benefits

• Medical, Dental, Vision.

• 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.