Trucordia

Insurance

• Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans.
• Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices.
• Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions.
• Foster trust and rapport with clients through your outgoing personality and cooperative attitude.
• Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.

Licensed Insurance Sales Agent

Producer

• 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 for 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
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform

Commercial Lines Producer

Client Partner

• Responsible for the day-to-day account management of an assigned book of business which may include client communication, policy changes, renewals, payments & claims.
• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Operate and maintain our agency management computer program.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to client’s needs.
• Actively close sales depending on the client’s needs.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

Client Manager – Personal Lines

• 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 for 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.
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Personal Lines Producer

Manager

Personal Lines Accounts Manager

Recruitment

• Lead and execute on all senior-level recruiting efforts across our rapidly growing insurance brokerage.
• Serve as a strategic advisor to executive leadership.
• Drive full-cycle recruitment for Director, Vice President, and C-Suite level positions.
• Build a best-in-class leadership team that will support our organization’s continued expansion.
• Develop and manage a robust pipeline of senior leadership talent through networking, market mapping, research, and targeted sourcing strategies.
• Leverage expertise in executive search methodologies, including passive talent engagement, talent intelligence, and market insights.
• Offer insights on talent strategy, organizational design, and succession planning to senior executives and department heads.
• Deliver an exceptional candidate experience reflective of our high-performance culture and values.

Licensed Insurance Sales Agent

Commercial Lines Producer

Client Manager – Personal Lines

Personal Lines Producer

Personal Lines Accounts Manager

Talent Acquisition Partner

Commercial Lines Producer

Commercial Lines Producer

Commercial Lines Producer