Senior Client Advisor – Commercial Lines

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

📋 Description

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

• Employ 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 specific area of expertise.

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

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

• Adhere to Trucordia's sales methodologies, best practices, tools, and sales management systems.

⛳️ Requirements

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

• At least 5 years of experience in an insurance sales role.

• Proficient in professional software, including Microsoft Suite and Salesforce.

• Proven ability in analytics and effective communication, both internal and external.

🏝️ 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 coverage.

• Supplemental Health Insurance.

• Employee Assistance Program (EAP).

• Pet Insurance.

• 11 Paid Holidays.

• Flexible Paid Time Off (PTO).

• 401K retirement plan.