Sr Client Advisor - Commercial Lines
Trucordia Insurance Services, LLC
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 Please see our company Benefits: Life Insurance and AD&D
FSA / HSA
Critical Illness Hospital Indemnity Supplemental Health Insurance EAP Pet Insurance 11 Paid Holidays Flexible PTO 401K Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offersuse fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer. 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. By clicking the link above or any third-party link within this posting, you are leaving this site and going to a third-party website where the third-party website's terms and privacy policy apply. #J-18808-Ljbffr Trucordia Insurance Services, LLC- ...insurance agency in Southern California to hire a Senior Commercial Account Manager to support a growing commercial lines team. About The Opportunity We’re partnering... ...degree of autonomy in marketing, renewals, and client advising. This role is ideal for an experienced...SeniorCommercial
$28 - $31 per hour
Senior Client Advisor - Costa Mesa (Richemont - Roger Dubuis) Location: Costa Mesa, CA. Reports to Boutique Manager, Roger Dubuis... ...the boutique monthly and annual sales turnover, in line with Roger Dubuis commercial strategy, sales ceremony and client service excellence....SeniorCommercialHourly payLocal areaFlexible hours$75k - $85k
...Job Description: Title: Account Manager Associate - Commercial Lines Remote: for California residents, Los Angeles County area (strongly... ...expirations and renewals. ~ Renewal Process: Conduct client research, gather underwriting information, perform loss run...CommercialFull timeContract workRemote work$15k
...Job Title Assist Account Managers in completing client tasks, meeting retention goals, and supporting growth for Select Commercial Lines clients up to $15,000 in revenue. Develop client service skills and technical insurance product knowledge through available educational...CommercialTemporary workWork at officeLocal areaFlexible hours$92.21k - $138.08k
...through the Account Executives. Senior Development Specialist - Commercial Print. Your Impact - Develops strategic plans for... ...selling approach for the consideration and selection of the product line. - Engages C-Level executives and decision makers to gain understanding...SeniorCommercialFor contractorsFor subcontractorCasual workWork at officeLocal areaNight shift- Acrisure in California seeks a Placement Specialist - Commercial Lines for mid-to-large commercial accounts. You will manage timelines,... ...prepare quotes, and negotiate coverage terms. Collaborate with Client Advisors and markets to deliver tailored risk transfer solutions....Commercial
- ...financing freedom of movement. Apply today.WHAT YOU WILL DOThe Sr. Commercial Portfolio Risk Associate is responsible for monitoring and... ...collateral position, financial statements, reporting trends, credit lines, UCC filings, insurance coverage, aged inventory, and overline...SeniorCommercialFull timeWork experience placementWork at officeLocal areaImmediate start
- ...RealREPP is seeking an experienced Commercial Lines Marketing Manager to lead its centralized Commercial Lines Marketing team in Irvine. You will oversee Marketing Analysts while remaining actively involved in carrier strategy, complex account placement, and new business...Commercial
$122k - $212.75k
...the categories and oversight for the execution delivery of the strategic plan and business plan, in line with expectations put forth by BWI SC, Quality, R&D and Commercial functionsSupport 5+ strategic sourcing initiatives simultaneously across multiple products, global...SeniorCommercialFull timeContract workLocal areaImmediate start$105k - $119k
...delivering expertly crafted Commercial Insurance and Risk... ...Mitigation strategies to clients wherever their passions... ...risk management.The Sr. Underwriting Analyst supports... ...practice, working with advisor and sales teams to... ..., dental, and vision lines of coverage.PRIMARY RESPONSIBILITIES...SeniorCommercialFull timeContract workWork at officeRemote work$130k - $160k
...About This Opportunity – Sr Marketing Product Manager The Senior Marketing Product Manager... ...products that Balt is currently commercializing and developing in the USA. Although this... ...evidence positioning strategy for the product line with a focus on downstream messaging integration...SeniorCommercialWork at officeShift work$130k - $160k
...us! Description About this opportunity – Sr Marketing Product Manager The Senior Marketing... ...products that Balt is currently commercializing and developing in the USA. Although this... ...evidence positioning strategy for the product line with a focus on downstream messaging integration...SeniorCommercialWork at officeShift work- ...Machinist Sr (Wire EDM) - 2nd Shift - Military Flight Controls DivisionParker Hannifin... ...possible. Tested, proven and trusted in commercial and military applications for decades, MFCD... ...self?service systems to access on?line information and use specialized automated...SeniorCommercialWorldwideAfternoon shift
$125k - $170k
...solutions that power our nation’s defense and commercial missions. We are a unique, fast growing,... ...Terran Orbital is seeking an experienced Sr. Weld Engineer to join our dynamic team.... ..., and reduce variation across production lines.Clearly communicate, justify, and defend...SeniorCommercialPermanent employmentWork at officeLocal areaFlexible hours- ...and be developed into an “elite” advisor! This role sits at the intersection of client managing client relationships and... ...making. You’ll work with existing commercial clients managing their accounts... ...Solid foundation in commercial lines insurance and account management...SeniorCommercialFull timeWork experience placementWork at officeMonday to Friday
$100k - $125k
...Job Description: Title: Branch Operations Supervisor - Commercial Lines Hybrid: 1 day in officeat either the Aliso Viejo, Glendale, Ontario, San Diego or Santa Barbara office locations Supporting: IOA - Orange County | Book Focus: Construction | Requirement...CommercialFull timeRemote work$120k - $160k
...solutions that power our nation’s defense and commercial missions. We are a unique, fast growing,... ...Terran Orbital is seeking an experienced Sr. Industrial Engineer to drive factory... ..., errorproofing, and scalable production line development. Strong analytical background...SeniorCommercialPermanent employmentWork at officeLocal areaFlexible hours$110k - $125k
...Job Description: Title: Branch Operations Manager - Commercial Lines Hybrid: 1 day in officeat either the Aliso Viejo, Glendale, Ontario, San Diego or Santa Barbara office locations Supporting: IOA - Orange County | Book Focus: Construction | Requirement:...CommercialFull timeRemote work- ...Assistant Account Manager, Commercial Lines Heffernan Insurance Brokers is looking for an Assistant... ...document retrieval items. Respond to client requests in a timely and accurate... ...as a team, as a family, and as trusted advisors to many. Do Good: This is our core. We...Commercial
$195.2k - $219.6k
...Bioservices is a leading clinical and commercial biologics CDMO focused on... ...to meet the needs of our clients and improve patient outcomes.... ...ROW) regulatory agencies. The Sr. Director will interface with... ...include at least 10+ years of line management experience in quality...SeniorCommercialFull timeMonday to FridayWeekend work$109.06k - $171.77k
...implementation of company initiatives and commercialization activities involving Sales, Marketing,... ...require strategic action as directed by Sr. Director of Product Management. Major... ..., Pricing, Category Management, Product Line Management, or related commercial...SeniorCommercialContract workRemote work$137k - $235.75k
...is a business-critical role that requires a combination of both commercial/field/business acumen and Med Affairs/Clinical Affairs... ...providing scientific and technical expertise and maintaining open lines of communication to the external KOLs and authors.Provide training...SeniorCommercialFull timeWork at officeLocal areaImmediate startRelocationFlexible hours$80k - $115k
...routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors... ...School diploma required. Minimum of 4+ years of experience in commercial lines. CPCU or special training course completion is a plus....SeniorCommercialImmediate startFlexible hours$140k - $185k
...to complex Business Banking clients and prospects. Key responsibilities... ...point of contact/trusted advisor and acquiring, deepening, and... ...:5+ years of experience in commercial lending, business development... ...performance and contributions of their line of business and/or group; and...SeniorCommercialFull timeWork at officeLocal areaDay shift- ...movement. Apply today.WHAT YOU WILL DOThe Sr. Digital Product Owner serves as a senior... ...outcomes across assigned product lines or digital platforms. This role owns and... ...dealer operations, CRM, sales enablement, or commercial portal experience preferred.Bachelor’s degree...SeniorCommercialFull timeWork at officeLocal areaImmediate start
- ...Environmental Credit Risk Associate on the Commercial and Investment Bank Credit Risk... ...analyze environmental credit risk for various lines of business. Our team is responsible for... ...firm protecting that organization’s or clients’ commercial real estate activities and assets...SeniorCommercial
$75k - $95k
...Commercial Lines Account Manager - Pasadena, CA A trusted insurance agency with a reputation for its personalized approach to the industry... ...exposure information for the producer Consult with clients on coverage options and offer the most appropriate coverage for...Commercial- ...you love managing a large portfolio of clients? If so, come join our team as a Client Service... .... Job responsibilities:Act as key advisor to the client, providing advice and consultation... ..., consumer and small business banking, commercial banking, financial transaction...SeniorCommercialFlexible hours
$143k - $196k
...forward-thinking Lifecycle Marketing & CRM Sr. Manager to lead our global lifecycle... ...aligning customer-centric strategies with commercial objectives.Shift the organization from email... ...marketing initiatives to bottom-line business outcomes and revenue generation....SeniorCommercialFull timeCasual workWork at officeImmediate startRemote workWork from homeFlexible hoursShift work2 days per week3 days per week$55k - $75k
...Job Description: Title: Senior Account Associate - Commercial Lines Work Mode: Remote: Eastern and Central Times Zones Only | Location... ...~ Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time....SeniorCommercialFull timeContract workFor contractorsRemote work
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