Trucordia
Insurance
CommercialInsuranceAdvisor
“Commercial Insurance Advisor at Trucordia. Skills: Sales, Client acquisition, Revenue generation. Meet established sales quotas. Utilize Trucordia sales and marketing tools”
What You'll Achieve.
Meet monthly sales quotas; Meet quarterly sales quotas; Meet annual sales quotas; Maintain book of business worth $500,000 in agency commissions/revenue year-over-year
Industry & Context.
Analytics
What They're Looking For.
Must Have
State-issued Property and Casualty or Life and Health Insurance Producer License, 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study, 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 and marketing 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
Mentor less seasoned Producers
Ensure success in sales and production cycle
Maintain a notable book of business
Follow Trucordia sales methodologies
Follow Trucordia best practices
How You'll Work.
Team & Collaboration
Collaborate with Client Service; Work with less seasoned Producers
Communication Scope
Internal communication; External communication
Applying for this Commercial Insurance Advisor role?
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