Trucordia

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/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.

Senior Commercial Insurance Producer

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 – BPO

Director

• Conduct on‑site and virtual loss control surveys for commercial insurance clients to assess exposures, safety practices, and overall risk quality
• Prepare detailed written reports outlining observations, risk improvement recommendations, and underwriting insights
• Analyze loss history and trends to develop targeted safety programs that reduce claims and improve client performance
• Provide safety training to insureds, including topics such as hazard identification, OSHA compliance, fleet safety, ergonomics, and injury prevention
• Collaborate closely with Underwriting to evaluate account suitability, pricing considerations, and risk‑related decision-making
• Partner with clients to develop and monitor corrective action plans and follow‑up evaluations
• Stay informed on industry best practices, regulatory updates, and relevant safety standards (OSHA, DOT, NFPA, etc.)
• Serve as a technical resource for agents, brokers, and internal teams regarding risk mitigation strategies
• Maintain accurate documentation and manage scheduling, reporting, and client communication in a timely manner
• Assist in development of safety resources, guides, policies, and training materials for insureds and internal use

Loss Control Director

• 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 Insurance Producer

• Meet and exceed established sales quotas on a monthly, quarterly, and annual basis through consistent effort and strategic planning
• Execute targeted sales activities including cold calls, in-person appointments, and prospect presentations to close new business and expand your client base
• Develop and maintain a robust book of business, ensuring high renewal rates and long-term client satisfaction through proactive relationship management
• Leverage industry-leading sales and marketing tools to identify prospects, track opportunities, and execute results-oriented campaigns
• Collaborate effectively with Client Service teams to analyze renewal business, identify cross-sell opportunities, and seamlessly place new accounts
• Serve as a subject matter expert in personal insurance products, staying current with industry trends and best practices to provide clients with tailored solutions
• Mentor and support less experienced Producers, sharing sales methodologies and guiding them through the production cycle to foster team success
• Maintain detailed records and analytics to monitor performance metrics, identify improvement opportunities, and optimize sales strategies
• Follow established sales methodologies and best practices, utilizing company tools and sales management platforms to maximize efficiency and transparency

Personal Lines Producer

Commercial Insurance Producer, Transportation

Producer – Personal Lines

• Meets established sales goals on an annual basis.
• Utilizes Trucordia Crop Insurance sales and marketing tools to execute results-oriented activities.
• Collaborates across the Platform to grow and service the book.
• Maintains a notable book of business that aligns with our Platform's growth strategy.
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Crop Insurance Agent

• 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.

Commercial Lines Producer

Client Partner

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
• Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals.
• Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy.
• Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure.
• Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction.
• Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization.
• Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit.
• Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement.
• Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers.
• Mentor junior account management staff, providing training, technical guidance, and performance feedback.

Senior Commercial Insurance Producer

Licensed Insurance Sales Agent – BPO

Loss Control Director

Commercial Insurance Producer

Personal Lines Producer

Commercial Insurance Producer, Transportation

Producer – Personal Lines

Crop Insurance Agent

Crop Insurance Agent

Crop Insurance Agent

Commercial Lines Producer

Crop Insurance Agent

Crop Insurance Agent

Crop Insurance Agent

Client Manager, Commercial Lines