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Trucordia · 20 hours ago

Insurance Producer

Lindon, UT

Full-time

Hybrid

Entry, Mid Level

$65K/yr - $250K/yr

2+ years exp

Trucordia is a rapidly growing insurance brokerage that focuses on delivering exceptional experiences for clients and employees alike. The Insurance Producer role involves meeting sales quotas, utilizing sales tools to close new business, and managing a book of business to ensure high renewal rates.

Business DevelopmentConsultingInsuranceRisk Management

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

Qualification

Insurance Producer LicenseBusiness Management DegreeSales ExperienceMicrosoft SuiteSalesforceAnalytics SkillsCommunication Skills

Required

Property and Casualty or Life and Health Insurance Producer License

4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study

Proficiency with professional programs such as Microsoft Suite and Salesforce

Demonstrated skills in analytics and internal/external communication

Preferred

2-5 years in a sales role (preferably insurance industry)

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

Woodland Hills, California, USA

1001-5000 employees

http://www.pcfoy.com/

Funding

Current Stage

Late Stage

Total Funding

unknown

Key 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

PE HUB

Blue Owl leads $400m debt financing for PCF Insurance

2024-04-24

PR Newswire

PCF Insurance Services Fuels Growth Strategy with Strategic Hires, Internal Promotions

2024-04-06

Yahoo Finance

PCF Insurance Services Enters Alabama Market with Acquisition of MK Insurance Group Team

2024-04-06

Company data provided by crunchbase