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 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 Producer

Client Partner

• Serve as the first point of contact for clients, providing prompt and professional service.
• Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
• Assist with gathering underwriting information and preparing submission materials.
• Maintain strong carrier relationships to secure competitive quotes and solutions for clients.
• Ensure the successful renewal and retention of accounts through proactive service and relationship management.
• Maintain accurate and up-to-date records in the AMS360 agency management system.
• Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs.
• Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

Client Manager – Personal Lines

Insurance

• 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 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.

Trucordia

Personal Lines Producer

Client Manager – Personal Lines

Crop Insurance Agent

Senior Commercial Insurance Producer

Commercial Insurance Producer