Trucordia

Insurance

Sr.ClientExecutive

$50–65k Boise, Idaho, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for not-applicable candidates.

The Brief

“Sr. Client Executive at Trucordia. Respond to inbound leads. Identify opportunities to cross-sell”

Industry & Context.

Insurance

What They're Looking For.

Must Have

Active Property & Casualty license, 2-4 years of insurance experience, Personal Lines experience

Nice to Have

Commercial Lines exposure

What You'll Do.

Respond to inbound leads

Identify opportunities to cross-sell

Identify opportunities to upsell

Support Personal Lines clients

Support Commercial Lines clients

Assist with certificates

Assist with endorsements

Re-engage former clients

Pursue opportunities within client base

Deliver high-quality client experience

How You'll Work.

Team & Collaboration

Collaborative office environment

Full Job Description

Extraordinary opportunity. Exceptional experience. At Trucordia, we are building the next great insurance brokerage, bringing together exceptional local relationships, industry expertise, and national resources to deliver outstanding experiences for our clients and employees. 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. This opportunity is ideal for a licensed P&C insurance professional who enjoys both client service and sales. In this role, you will support a mix of Personal Lines and Commercial Lines clients, manage inbound client needs, identify opportunities to cross-sell and upsell coverage, and help grow client relationships. The right candidate will be motivated to provide excellent service while also recognizing opportunities to grow accounts, close new business, and increase their earning potential. 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. What You'll Do * Respond to inbound leads, referrals, walk-ins, and client inquiries.

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