Sr Client Advisor - Commercial Lines
Trucordia
Extraordinary Opportunity. Exceptional Experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”? We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Job Description Duties and Responsibilities 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. Qualifications 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. Additional Information Benefits 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 Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department. #J-18808-Ljbffr Trucordia- ...Sr Client Advisor - Commercial Lines Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built...SeniorCommercialFlexible hours
- ...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...SeniorCommercialFlexible hours
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Overview Sr. Power System Engineer - Schneider Electric. San Francisco... ...) and serves as the technical advisor for internal Schneider... ...and maintain high technical and commercial proficiency for all PSE offers... ..., electrical schematics, one-lines and other standard electrical...SeniorCommercialFull timeTemporary workFlexible hours$205k - $235k
Sr Business Development Manager - Bank Channel United States, Remote Human Interest... ...on a mission to ensure that people in all lines of work have access to retirement benefits... ...“hunter” role focused on accelerating commercial outcomes by identifying, securing, and activating...SeniorCommercialHourly payLocal areaImmediate startRemote workWork from homeFlexible hours- ...of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects...CommercialWork at officeLocal area
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...capabilities, collaborating closely with clients to deliver cutting-edge... .... Within that team, the Sr. Consultant – Valuation & Modeling... ...value, business cases, commercial logic, and economic narratives... ...awarenessUnderstand how CG’s business lines create value and how that...SeniorCommercialFull timeLocal area$143k - $178.75k
...functional leader to join Lyft Ads as our Sr. Product Marketing Manager for... ...impact role at the intersection of data commercialization, advanced measurement strategy, and go-to... ...Infrastructure, Data, or Measurement product line. Experience establishing and growing custom...SeniorCommercialHourly payWork at officeLocal area3 days per week$90k - $200k
USI Insurance Services is seeking an Outside Commercial Lines Sales professional in San Francisco, California. The successful candidate will drive business sales and manage client relationships to ensure profitability and growth. This role requires a minimum of 3 years...Commercial- ...Assistant Account Manager, Commercial Lines Heffernan Insurance Brokers is looking for an Assistant... ...retrieval items. Respond to client requests in a timely and accurate manner... ...as a team, as a family, and as trusted advisors to many. Do Good: This is our core....Commercial
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...is seeking a high-impact VP, Sr. Underwriting Director to grow... ...strengthen and expand key broker and client relationships across the U.S.,... ...underwriting excellence, commercial acumen, and relationship-... ...Experience in a specialized insurance line of business or segment...SeniorCommercialFull timeLocal area$136.5k - $300k
...breakthrough technologies to collaborate with clients, driving transformative solutions that... ...translate ecosystem connectivity into commercial growth, strategic partnerships, and... ...ecosystem insights with the right BNY business lines; orchestrate multi‑stakeholder pursuits...SeniorCommercialFull timeTemporary workWorldwideFlexible hours$120.75k - $243.92k
.... KPMG's valuation professionals provide clients robust and informed guidance on valuation... ...including individual loans and portfolios of commercial real estate (CRE) loans, residential... ...credentials for the hiring practice/service line (your recruiter can provide you with the...SeniorCommercialFull timeLocal area$80k - $90k
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...Commercial Lines Account Servicer Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise... ...of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible...CommercialWork at officeLocal areaFlexible hours3 days per week$65k - $85k
...unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North... ...degree strongly preferred) have at least 3+ years of related commercial lines insurance experience within a brokerage environment are...CommercialContract workWork at officeLocal areaFlexible hours- Red Nucleus is hiring an experienced Commercial Consultant to work hybrid out of our San Francisco office. Responsibilities Develop and maintain client relationships by understanding business challenges, providing strategic solutions, preparing materials, and supporting...SeniorCommercialWork at officeFlexible hours
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