Trucordia
Insurance
SrClientAdvisorCommercialLines
“Sr Client Advisor - Commercial Lines at Trucordia. Skills: Sales, Client advising, Commercial Lines. Meet established sales quotas. Utilize sales and marketing tools”
What You'll Achieve.
Meet sales quotas monthly; Meet sales quotas quarterly; Meet sales quotas annually; 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 P&C or L&H Producer License, 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related, 5+ years in Insurance sales role, Proficiency with Microsoft Suite, Proficiency with Salesforce, Demonstrated skills in analytics, Demonstrated skills in internal/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
Manage a book of business
Support high renewal rates
Collaborate with Client Service
Analyze renewal business
Place new business accounts
Mentor less seasoned Producers
Follow sales methodologies
Follow 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 Sr Client Advisor - Commercial Lines role?
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