Senior Client Advisor – Commercial Lines
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Job Description
Sr Client Advisor driving commercial insurance sales and managing renewals for Trucordia, a nationwide insurance brokerage. Using Salesforce, prospecting, and client-service collaboration to grow business.
Responsibilities:
- 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 a 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, including proper use of Trucordia tools and sales management platform
Requirements:
- State-issued Property and Casualty Insurance Producer License
- 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
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