Trucordia ยท 5 hours ago
Personal Lines Producer
United States
Full-time
Remote
Entry, Mid LevelTrucordia is an innovative insurance brokerage that focuses on delivering exceptional experiences for clients and employees. They are seeking a highly motivated Personal Lines Producer to develop new sales opportunities, manage existing client relationships, and provide tailored risk management solutions.
Business DevelopmentConsultingInsuranceRisk Management
Responsibilities
While we have processes in place to help generate new business opportunities, building/generating a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts is also required
Present customized insurance solutions to meet clients' specific needs including but not limited to homeowners, auto, umbrella, earthquake, and personal articles floaters
Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their personal and family insurance needs
Leverage industry knowledge to keep clients informed on market trends, emerging risks, and changes in regulations that may affect their insurance needs
Prepare and submit regular progress reports on sales performance and account activities
Qualification
Required
Valid Property and Casualty License in the state in which you're applying for
Experience in personal lines sales and/or service
Outgoing and energetic personality where you enjoy going out and finding leads on your own
Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow
Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively
Must have a strong understanding of homeowners and personal auto coverage
Preferred
Must possess a developing knowledge of personal insurance markets to place new business and understand the supplemental insurance marketplace
Strong sales acumen and experience with AMS 360
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