Trucordia ยท 9 hours ago
Client Advocate
Hastings, MI
Full-time
Onsite
New Grad, Entry LevelTrucordia is a rapidly growing insurance brokerage with over 5,000 team members across the U.S. They are seeking a Commercial Lines Insurance Client Advocate to promote and secure business for commercial insurance products. The role involves analyzing client needs, recommending insurance solutions, and building strong relationships with clients and internal teams.
Business DevelopmentConsultingInsuranceRisk Management
Responsibilities
This position is integral to the Commercial Lines Sales team to market and quote policies
The successful candidate will be a team player with excellent organizational skills and a keen attention to detail, contributing to the agency's mission of providing exceptional service to clients
In this role, the client advocate will support the Sales Team throughout the new business process, which includes marketing, quoting, presenting, binding, and issuing new Select Market business
Provide weekly detailed reporting on all submissions received, quoted, declined and issued
Qualification
Required
Strong understanding of marketing principles, digital marketing, and content creation
Excellent written and verbal communication skills for effective collaboration and presentation
Ability to work effectively with cross-functional teams
Preferred
Some experience in a sales environment is often beneficial
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
Company
Trucordia
A top 20 U.S.
Founded in 1987
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
BHMS Investments
2021-11-02Acquired
2017-03-02Private Equity
Leadership Team
Adrienne Richards Wall
Regional Human Resources Business Partner, SHRM-CP, PHR
Allison Hamilton, PHRca, SHRM-CP
HR Director of Agency Partnership
Recent News
2024-04-24
Yahoo Finance
2024-04-06
Company data provided by crunchbase