Insurance Sales Agent

Insurance Sales Agent

We are seeking a highly motivated and results-driven Personal Lines Producer to join our dynamic team at Trucordia. You will be part of a successful sales team that is supported by a dedicated service team, helping manage and foster continued relationships with those new clients.

The Personal Lines Producer will be responsible for developing new sales opportunities, managing existing client relationships, and providing risk management solutions tailored to clients of all sizes. The ideal candidate will possess strong sales acumen, an in-depth understanding of personal lines insurance products, and a passion for helping protect their client's personal assets through comprehensive insurance coverage.

Duties and Responsibilities:

• While we have processes in place to help generate new business opportunities, building/generating a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts is also required.
• Present customized insurance solutions to meet clients' specific needs including but not limited to homeowners, auto, umbrella, earthquake, and personal articles floaters.
• Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their personal and family insurance needs
• Leverage industry knowledge to keep clients informed on market trends, emerging risks, and changes in regulations that may affect their insurance needs.
• Prepare and submit regular progress reports on sales performance and account activities.

Qualifications:

• Valid Property and Casualty License.
• Experience in personal lines insurance sales.
• Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow.
• Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.
• Must have a strong understanding of homeowners and personal auto coverage.

Preferred qualifications include:

• Must possess a developing knowledge of personal insurance markets to place new business and understand the supplemental insurance marketplace.
• Strong sales acumen and experience with AMS 360

Please see our company Benefits:

• Medical, Dental, Vision
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K