Trucordia

Producer

• Building/generating a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts.
• Present customized insurance solutions to meet clients' specific needs including but not limited to homeowners, auto, umbrella, earthquake, and personal articles floaters.
• Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their personal and family insurance needs.
• Leverage industry knowledge to keep clients informed on market trends, emerging risks, and changes in regulations that may affect their insurance needs.
• Prepare and submit regular progress reports on sales performance and account activities.

Personal Lines Producer

Customer Support

• Help secure a best-in-class customer experience for PWSC’s midsize accounts with a focus on account growth, retention, and upselling.
• Responsible for end-to-end management of midsize builder accounts, including onboarding, renewals, upselling, and retention, typically generating $10K–$50K annually or enrolling fewer than five homes per year.
• Ensures all account enrollments are current by resolving outstanding items and reconciling data with customer closing reports.
• Manages and implements account changes such as pricing, product updates, and renewals, coordinating with customers, CRM systems, and internal teams.
• Uses various technologies to compile and deliver essential client documentation like validation forms, enrollment forms, and reports.
• Provides administrative support for initiatives like reactivating dormant accounts and conducting audits.
• Stays informed on industry and company changes, communicates updates to clients, and advocates for customer needs within PWSC.
• Meets or exceeds KPIs related to upselling, retention, growth, onboarding efficiency, and daily operational tasks.

Account Management Support Specialist

Sales

• Reports To: SVP of the South Platform Disclaimer: Applicants must reside in one of the states included in our Southern Platform region and should be willing to travel as needed on a case-by-case basis. Duties and Responsibilities: Personal Sales Development: Develop and grow a profitable book of personal insurance business. Identify and pursue new client opportunities through networking, referrals, and targeted prospecting. Build long-term relationships with clients, delivering consultative insurance solutions tailored to their needs. Maintain a deep understanding of insurance products, carrier guidelines, and market trends. Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tolls and sales management platform. Team Leadership: Lead, coach, and support assigned producers to achieve individual and team sales goals. Conduct regular performance reviews and one-on-one development sessions. Monitor pipeline activity, ensure CRM utilization, and guide producers on effective sales strategies. Promote a culture of accountability, integrity, and performance. Strategic & Operational Responsibilities: Collaborate with the Platform VP of Sales to develop and implement regional sales strategies. Provide regular sales reports, forecasts, and updates on team and individual performance. Participate in the recruitment and onboarding of new producers as needed. • Ensure compliance with all company policies and industry regulations while working to minimize E&O exposures. Strategic & Operational Responsibilities: Collaborate with the Platform leader and Platform leadership team to develop and implement platform sales strategies. Provide regular sales reports, forecasts, and updates on team and individual performance. Participate in the onboarding of new producers as needed. Ensure compliance with all company policies and industry regulations while working to minimize E&O exposures.

Sales Leader, 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
• Reports to VP of Sales/Market Leader

• Generate new business opportunities and manage a portfolio of existing commercial accounts
• Build and maintain strong relationships with clients in a niche book of business
• Meet established sales quotas on monthly, quarterly, and annual basis
• Utilize Trucordia sales and marketing tools to execute cold calls, in-person appointments, and prospect presentations to close new business
• Act as subject matter expert to master chosen area of focus
• Continually manage a book of business to support high renewal rates
• Collaborate with Client Service to analyze renewal business and place new business accounts
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform
• Work closely with clients to identify insurance needs, provide tailored solutions, and offer ongoing support and service

Commercial Lines Producer

Underwriter

• 30% - Financial underwriting collections for renewal, mid-term, red flag, and interval accounts; including further underwriting follow up, and customer service notifications. Financial underwriting collections on claims accounts as experience allows.
• 40% - Assist Underwriting management in various projects and collateral notifications, including but not limited to sufficiency project, se/ee/tib projects, ILOC non-renewals, ILOC release requests, ILOC cancellation notices. Assist Claims management in handling of bond claims notifications and processes.
• 25% - Pre-Screen new business, bond modifications, and claims accounts.
• 5% - Research & Administrative duties

Underwriting and Claims Assistant

Outside Sales

• The primary objective of a 1099 contracted agent is to generate new business, manage client renewals annually, and provide ongoing service to members.
• As a licensed 215 agent, you will build a book of business under Florida Blue exclusively, focusing on ACA (Under 65) and Medicare (Over 65) segments.
• This is an outside sales position requiring proactive outreach and full-cycle sales execution.
• Agents may opt in to Apple’s year-round lead distribution system. Participation requires a mutually agreed-upon production schedule.
• This role is ideal for agents who are adaptable, proactive, and focused on long-term client relationships.
• Core Responsibilities include maintaining Florida 215 Health License and active Florida Blue appointment; selling Florida Blue products through compliant sales processes: face-to-face, phone, and electronic; guide prospects through the entire sales process from lead to close; manage book of business through renewals, service, and retention efforts; address and resolve policy delinquencies and member account issues; engage in age-in, age-out, and life event transitions with professionalism and accuracy; analyze member needs and conduct product comparisons using carrier-approved tools; present plan options clearly, explaining benefits and value-added services; educate clients on Florida Blue’s self-service platforms and enrollment resources; cross-sell eligible products to maximize client value.