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Trucordia

Sr. Commercial Insurance Producer

RemoteUnited States only
Published
Role
Sales
Experience
Senior
Employment
Full-time
Company size
Enterprise
Salary not disclosed
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Senior insurance sales producer in San Francisco with 5+ years in insurance sales. Must have a state-issued Property and Casualty or Life and Health Insurance Producer License, a relevant 4-year degree, and proficiency with Microsoft Suite and Salesforce.

Core skills

SalesforceCommercial InsuranceCommercial Insurance Sales

Required skills

Microsoft SuiteMicrosoft Office

What you'll do

  • Meets established sales quotas on monthly, quarterly, and annual basis.
  • Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
  • Acts as subject matter expert to master chosen area of focus/specialization to ensure highest probability of long-term success.
  • Continually manages a book of business to support high renewal rates.
  • Collaborates with Client Service to analyze renewal business and place new business accounts.
  • Works closely with less seasoned Producers to mentor the sales and production cycle to ensure success.
  • Maintains a notable book of business worth $500,000 in agency commissions/revenue year-over-year.
  • Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.
  • Meets established sales quotas on monthly, quarterly, and annual basis including organic growth.
  • Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business and retention.
  • Acts as subject matter expert to master chosen area of focus for highest probability of long-term success.
  • Manages a book of business to support high renewal rates.
  • Follows Trucordia sales methodologies and practices, including proper use of Trucordia tools and sales management platform.

What they require

  • 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 professional programs such as Microsoft Suite and Salesforce.
  • Demonstrated skills in analytics and internal/external communication.
  • State-issued Property and Casually Insurance Producer License.
  • 5+ years in an insurance sales role.
  • State-issued Property and Casualty Insurance Producer License.

Benefits

  • Medical, Dental, Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K
  • Medical, Dental, Vision Life Insurance and AD&D Coverage
  • Accident Critical Illness
  • Hospital Indemnity Coverage
  • Medical
  • Dental
  • Vision

Trucordia is an insurance brokerage built from successful community businesses across the U.S., offering people, tools and solutions for employees, clients and stakeholders.

🇺🇸 United StatesInsuranceEnterprise
Salary not disclosed