Insurance Producer - Personal Lines

Insurance Producer - Personal 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 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

We're looking for a dynamic and innovative Personal Lines Producer to join our team in Ventura/LA, California, United States. In this role, you'll take ownership of projects from conception through completion, driving results while collaborating with cross-functional teams to deliver exceptional outcomes. As a Producer, you'll combine strategic thinking with hands-on execution, managing timelines, budgets, and stakeholder relationships to ensure every project exceeds expectations. This is an opportunity to make a meaningful impact in a fast-paced, supportive environment where your vision and organizational skills will directly influence our success.

• Develop and execute comprehensive project plans, establishing clear timelines, milestones, and deliverables while maintaining flexibility to adapt to changing priorities
• Manage project budgets and resources efficiently, analyzing costs and optimizing allocation to maximize return on investment
• Coordinate and collaborate with internal teams and external partners, fostering transparent communication and ensuring alignment on project goals and expectations
• Analyze project performance metrics and data to identify opportunities for improvement, implementing best practices and innovative solutions
• Serve as the primary point of contact for stakeholders, providing regular updates, managing expectations, and addressing concerns with empathy and professionalism
• Oversee quality assurance processes, conducting detailed reviews to ensure all deliverables meet established standards and organizational requirements
• Lead team meetings and brainstorming sessions, motivating colleagues and fostering an inclusive, collaborative environment where creative ideas thrive
• Manage multiple projects simultaneously, demonstrating strong time management and multitasking capabilities while maintaining meticulous attention to detail
• Document project processes, outcomes, and lessons learned, contributing to organizational knowledge and continuous improvement initiatives

Qualifications

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 platforms

Qualifications

• State-issued Property and Casualty Insurance 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.

Additional Information

Please see our company 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

The draw/salary range for this position is $50,000$250,000+, depending on factors such as geographic location, years of insurance sales experience, existing or portable book of business, and demonstrated ability to grow book revenue.

This role includes commission-based earnings tied to production results.