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Personal Lines Producer
TrucordiaPersonal Lines Producer building client relationships and achieving sales targets at Trucordia Insurance Services. Utilizes sales tools for cold calls, appointments, and presentations in the insurance sector.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- State-issued Property and Casualty or Life and Health Insurance Producer License.
- 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
- 2-5 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Sales Quota AchievementBusiness ManagementSales MethodologiesClient Relationship ManagementProspect Presentations
Soft Skills
Internal CommunicationExternal CommunicationCollaboration
Certifications
State-issued Insurance Producer License