Insurance Sales Advisor – Commercial Lines
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Job Description
Commercial insurance sales advisor growing Trucordia’s brokerage revenue through prospecting, presentations, and Salesforce pipeline management. Managing renewals and client accounts to support long-term retention.
Responsibilities:
- Produce new commercial lines insurance revenue
- Meet established sales quotas on a monthly, quarterly, and annual basis
- Utilize Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business
- Act as subject matter expert in a chosen area of focus
- Manage a book of business to support high renewal rates
- Collaborate with Client Service to analyze renewal business and place new business accounts
- Follow Trucordia sales methodologies and best practices
- Use Trucordia tools and sales management platform
- Build pipeline in Salesforce
Requirements:
- State-issued Property and Casualty Insurance Producer License
- 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study
- 2-5 years in an insurance sales role
- Proficiency with professional programs such as Microsoft Suite and Salesforce
- Demonstrated skills in analytics and internal/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
- Two-year tiered-down non-recoverable draw
- Commission-based earnings tied to production results
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