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. 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. 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
$176.6k - $239k
...deep technical expertise with a dedicated commercial go-to-market motion. You will work... ...including executive level stakeholders or clients- Bachelor's degree in computer science, engineering... ..., Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and...SeniorCommercialLocal areaFlexible hoursDay shift$150k - $250k
...financial advice and services to its clients including brokerage,... ...Private Bankers and Financial Advisors/Private Wealth Advisors in order... ...in private banking or commercial banking in lending origination... ...mortgage products, home equity lines of credit, and commercial real...SeniorCommercialTemporary work$140k - $235k
...Growth and delivering for our clients, teammates, communities and... ...opportunity to join our Global Commercial Banking (GCB) Healthcare,... ...point of contact or trusted advisor and acquiring, deepening, and... ...performance and contributions of their line of business and/or group; and...SeniorCommercialFull timeWork experience placementWork at officeShift workDay shift$120k - $150k
...companies. Responsibilities As a Sr. Technology Underwriter, you’ll... ...and claims history, monitor clients’ activities to change the... ...years years of experience in a commercial underwriting experience Knowledge of commercial lines underwriting standards and practices...SeniorCommercialFull timeRemote work- ...large market accounts. Responsibilities include supporting Producers, mentoring staff, and ensuring the retention and satisfaction of clients. Candidates should possess a Bachelor's degree, a valid insurance license, and eight or more years of related experience. Excellent...SeniorCommercialWork at office
$210k
.... You will work closely with clients and senior leadership to ensure... ...manner.Act as a trusted advisor, guiding stakeholders through... ...Collaborate with other service lines to create innovative joint offerings... ...functional areas (finance, commercial, supply chain and logistics,...SeniorCommercialFull timeTemporary workLocal area- ...Capital - a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior... ...:3 - 10 years of Builder’s Risk, Property, or Commercial Insurance underwriting experience.Curiosity...SeniorCommercialFull timeWork at office3 days per week
$157.1k - $212.6k
...achieving and exceeding revenue and non-revenue goals- Execute complex commercial agreements including multi-year cloud commitments and... ...Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy...SeniorCommercialLocal areaFlexible hours- ...logistics, partnering closely with Sales and Account Management during commercial expansion discussions to ensure supply chain readiness.... ...for what the Americas retail logistics team looks like down the line.We would love to consider you for this role if you have:7+...SeniorCommercialWork at officeLocal areaRemote workFlexible hours
$157.1k - $212.6k
...Experience working with, presenting to, and negotiating with C-level executives, IT, lines of business, procurement, finance, legal and internal stakeholders for sizeable commercial/enterprise deals- Bachelor's degree in a relevant field or equivalent work experiencePreferred...SeniorCommercialLocal areaFlexible hours$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$175k - $280k
...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 areaRemote workVisa sponsorship$211.8k - $285.9k
...to the Head of Procurement, the Sr. Director of Procurement – Marketing... ...sourcing to act as a trusted advisor to the business partner and leadership - bringing commercial rigor, market intelligence, and... ...This role requires balancing top-line growth and margin expansion. You...SeniorCommercialMinimum wageContract work$100k
...Sr. Commercial Credit Analyst/Underwriter – Up to $100K – San Francisco, CA – Job # 1879 Who... ...results for you. The Position Our client is seeking to fill a Sr. Commercial Credit... ...approving various commercial loans and lines following the bank’s credit policy and corresponding...SeniorCommercial- ...portfolio spanning over 600 acres at the San Francisco–San Mateo County line. The company is focused on unlocking value from its existing holdings through strategic leasing of industrial, commercial, and office properties. With entitlements in progress and a significant...SeniorCommercialFor contractorsWork at office
$90k - $120k
...Navan Expense and the future of this product line. You will partner closely with our Sales,... ...-Suite - to ensure we are delighting our clients and exceeding goals.You will be a key... ...solution, and increase adoption within the Commercial segment by combining your expertise of...SeniorCommercial- A private regional broker in San Francisco is looking for an experienced Commercial Lines Account Manager. In this role, you will maintain a book of business, manage client relationships, and oversee insurance policies for new and renewal business. The ideal candidate has...CommercialFull time
$176.6k - $239k
.... That gap is where this team lives.As a Sr. Solutions Architect on the Security Services... ...services seller as a technical and commercial unit, and you'll bring what you learn back... ...EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and...SeniorCommercialLocal areaWorldwideFlexible hoursDay shift$139.1k - $188.2k
...environments. We are seeking a Sr. Enterprise Network Support... ...Enterprise NSE’s are the first line of support when it comes to identifying... ..., retail stores, and other commercial environments.- Be part of the... ...deployments (100+ concurrent clients per AP)Amazon is an equal...SeniorCommercialWork experience placementLocal areaWork from homeFlexible hours$176.6k - $239k
...and guiding large-scale migrations from commercial engines like Oracle and SQL Server? Are you... ...responsibilities• Serve as the technical advisor for AWS's key customers running or... ...EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and...SeniorCommercialLocal areaWorldwideFlexible hours$60k - $85k
...Job Description Job Description Job Title: Commercial Lines Account Manager Salary Range: $60,000 - $85,000 Location: San Francisco... ...agency committed to providing outstanding service to our clients. We are currently seeking an experienced Commercial Lines Account...CommercialWork at office$153.6k - $207.8k
...the best place to migrate and modernize commercial and open-source databases. We help customers... ...migrations in our portfolio. As a Sr. Specialist Solutions Architect on this team... ...EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and...SeniorCommercialLocal areaWorldwideFlexible hours- ...About the RoleHappen Bank is looking for a Sr Web and Organic Growth Manager to own our... ...Happen's rankings across high-intent commercial insurance queries, including coverage types... ...this role’s team or the related business lines. We utilize a hybrid work model, and our...SeniorCommercialFull timeWork at officeLocal areaRemote workRelocationFlexible hours
- ...will have insurance defense experience including both personal lines and commercial lines cases. This position can be located in the San... ...or subrogation. As a Senior Trial Attorney, you'll represent clients under both commercial and personal lines insurance policies...SeniorCommercialTemporary workCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeNight shift
- ...ACCOUNTINGWe are looking for an experienced and results-driven Sr. Director of Revenue to lead and manage all aspects of revenue accounting... ...with cross-functional teams, such as Market Access and Commercial Analytics, to ensure data accuracy and support business insights...SeniorCommercialContract work
$220k - $300k
...congestion, and gives people time back. With more than 140 million commercial autonomous miles safely flown, Zipline is redefining access to... ...capabilities and issues, therefore you are often on the front-line for complex problem solving. What You'll Do • Hire, lead,...SeniorCommercialLocal area- ...ensuring they remain safe and secure. The Sr. Product Manager for Ecosystem &... ...leadership, translating complex technical and commercial dynamics into clear business impact. Partner... ...safety capabilities into a revenue line within a partner's compute platform. Technical...SeniorCommercialRemote workShift work
$175k - $250k
...financial institutions and service providers in complex business and commercial disputes.Candidate ProfileJD from a top-tier law school with... ..., communicate case strategy and developments, and support clients responding to government and agency investigationsPrepare...SeniorCommercialWork at office
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