Trucordia
insurance brokerage
SrClientAdvisor
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“Sr Client Advisor at Trucordia. Skills: Sales, Client advising, 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, 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
Conduct in-person appointments
Deliver 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
External communication; Internal communication
Full Job Description
Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values 1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. 2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. 3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”? 4. We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. 5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Duties and Responsibilities: * Meets established sales quotas on monthly, quarterly, and annual basis.
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