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Commercial Insurance Producer
TrucordiaCommercial Insurance Producer at Trucordia executing sales activities and managing client accounts to meet quotas. Collaborating with Client Service for renewal analysis and new business placement.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
salesanalyticsinsurance sales
Soft Skills
communicationcollaborationsubject matter expertise
Tools & Technologies
Microsoft SuiteSalesforceTrucordia sales toolssales management platform
Certifications & Qualifications
Property and Casualty Insurance Producer License
Industry Keywords
sales quotasorganic growthrenewal ratesprospect presentationssales methodologiesbest practices
About the role
Key responsibilities & impact- 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.
- 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.
Requirements
What you’ll need- State-issued Property and Casualty Insurance Producer License
- 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.
Benefits
Comp & perks- 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