Trucordia

Sales

• 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 Sales Agent – BPO

Human Resources

• Align HR strategies with business objectives to drive organizational performance
• Act as a liaison and trusted advisor to business leaders on HR-related matters
• Develop and implement HR policies and procedures tailored to the insurance sector
• Manage employee relations and proactively address workforce issues
• Facilitate performance management and employee development programs
• Ensure compliance with labor laws and industry regulations
• Analyze HR metrics to inform strategic decision-making
• Promote an inclusive, engaging, and positive work culture

Human Resource Business Partner

Business Development Rep

• Prospect and acquire new automotive dealership accounts.
• Forecast objectives for yourself and for dealerships.
• Track and monitor performance.
• Develop F&I product sales and improve overall F&I performance.
• Implement policies and procedures for newly acquired business.
• Conduct sales presentations.
• Conduct dealership staff training for sales, service and accounting departments.

Business Development Manager

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.

Personal Lines Insurance 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 tolls and sales management platform.

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.

Licensed Sales Agent – BPO

Human Resource Business Partner

Business Development Manager

Personal Lines Insurance Producer

Personal Lines Insurance Producer

Client Manager III