Trucordia
Insurance
ClientAdvisorCommercialLines
“Client Advisor - Commercial Lines at Trucordia. Skills: Sales, Client relationships, Revenue generation. Meet established sales quotas. Utilize sales and marketing tools”
What You'll Achieve.
Meet monthly sales quotas; Meet quarterly sales quotas; Meet annual sales quotas; Support high renewal rates
Industry & Context.
Analytics
What They're Looking For.
Must Have
State-issued Property and Casualty Insurance Producer License, 5+ years in insurance sales role, Proficiency with Microsoft Suite, Proficiency with Salesforce, Demonstrated skills in analytics, Demonstrated skills in internal communication, Demonstrated skills in external communication
What You'll Do.
Meet established sales quotas
Utilize sales and marketing tools
Execute in-person appointments
Execute prospect presentations
Act as subject matter expert
Master chosen area of focus
Continually manage book of business
Support high renewal rates
Collaborate with Client Service
Analyze renewal business
Place new business accounts
Follow Trucordia sales methodologies
Follow Trucordia best practices
How You'll Work.
Team & Collaboration
Collaborate with Client Service
Communication Scope
External communication; Internal communication
Applying for this Client Advisor - Commercial Lines role?
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