Trucordia

Insurance

ClientAdvisorCommercialLines

$95–145k ~AI est. San Diego, California, United States FULL TIME
The Brief

“Client Advisor - Commercial Lines at Trucordia. Skills: Sales, Client relations, Revenue generation. Meet established sales quotas. Utilize Trucordia sales tools”

What You'll Achieve.

Meet monthly sales quotas; Meet quarterly sales quotas; Meet annual sales quotas; Support high renewal rates

Industry & Context.

Insurance
Problems you'll solve

Analytics

What They're Looking For.

Must Have

State-issued Property and Casualty Insurance Producer License, 5+ years in an 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 Trucordia sales tools

Execute in-person appointments

Execute prospect presentations

Act as subject matter expert

Master chosen area of focus

Manage a 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

Analytics; Internal communication; External communication

Free ATS check

Applying for this Client Advisor - Commercial Lines role?

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