Trucordia · 4 days ago
Senior P&C Insurance Sales Executive
Irvine, CA
Full-time
Hybrid
Mid, Senior Level
$50K/yr - $250K/yr
5+ years expTrucordia is a rapidly growing insurance brokerage that combines successful businesses to deliver exceptional experiences for clients and employees. The Senior P&C Insurance Sales Executive will be responsible for meeting sales quotas, utilizing sales and marketing tools, and mentoring less seasoned producers to ensure success in the insurance sales role.
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/specialization to ensure 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 and production cycle to ensure success
Maintains a notable book of business worth $500,000 in agency commissions/revenue year-over-year
Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tolls and sales management platform
Qualification
Required
State-issued Property and Casualty or Life and Health Insurance Producer License
4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study
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 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.
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