Trucordia

Client Partner

• Serve as the first point of contact for clients, providing prompt and professional service
• Manage placement of new and renewal accounts with carrier partners across P&C and Life & Health lines
• Assist with gathering underwriting information and preparing submission materials
• Maintain strong carrier relationships to secure competitive quotes and solutions for clients
• Ensure successful renewal and retention of accounts through proactive service and relationship management
• Maintain accurate and up-to-date records in the AMS360 agency management system
• Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs
• Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately
• Report to the Operations Manager

Client Manager, Commercial Lines

Account Executive

• Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts
• Develop tailored service plans and risk management strategies aligned with each client’s industry, risk tolerance, and business objectives
• Lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy
• Collaborate with producers and practice leaders to present unified service and growth strategies
• Actively manage the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations
• Analyze the assigned book of business to ensure revenue growth and account profitability
• Identify cross-sell opportunities and coverage gaps; coordinate with internal teams and producers to offer complementary insurance lines
• Monitor carrier performance, pricing trends, and market conditions to inform placement decisions and negotiate optimal terms
• Ensure accurate and timely updates in AMS360 and related systems for policy changes, notes, and documentation
• Identify underperforming accounts and create action plans to improve margins or address servicing issues
• Provide technical support and guidance to Client Managers and junior team members
• Act as a subject matter expert and resource in internal planning sessions, special projects, or escalated client service issues
• Maintain strong knowledge of industry regulations, carrier appetites, and best practices in P&C and Life & Health lines
• Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations

Client Executive, Commercial Lines

Sales Operations Manager

• Facilitate instructor-led, virtual, and hybrid training sessions for new and existing producers
• Support execution and facilitation of Basecamp, including agenda delivery, breakout facilitation, coaching labs, and post-event reinforcement
• Deliver ongoing training sessions reinforcing skills, tools, processes, and product knowledge
• Provide ongoing service and training support to producers regarding sales processes, enablement tools, and workflow best practices
• Design and facilitate a coaching program for new producers during the 365-producer onboarding experience
• Act as a point of contact for systems, training access, and development guidance
• Support and implement the formal new producer 365 onboarding experience
• Conduct welcome sessions, onboarding check-ins, and skill-building sessions
• Ensure producers understand learning paths and access training materials across Trucordia University, The Alliance platform, and WebCE
• Facilitate training on sales enablement tools, templates, playbooks, scripts, and systems
• Provide field support and office hours to encourage adoption and correct tool usage
• Identify recurring tool-use challenges and help create job aids, process guides, or additional training
• Deploy training content, assist with course setup, and support eLearning implementation
• Maintain training materials, update content, and support content governance
• Track producer progress and participation across LMS and training platforms
• Collect training feedback and identify learning gaps
• Recommend improvements to learning programs, content, and delivery methods

Learning and Sales Enablement Manager

Insurance

• Develop new sales opportunities
• Manage existing client relationships
• Provide risk management solutions tailored to clients of all sizes
• Build and generate a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts
• Present customized insurance solutions, including homeowners, auto, umbrella, earthquake, and personal articles floaters
• Establish and maintain long-term relationships with new and existing clients
• Act as a trusted advisor for clients’ personal and family insurance needs
• Keep clients informed on market trends, emerging risks, and regulatory changes affecting their insurance needs
• Prepare and submit regular progress reports on sales performance and account activities
• Work with a dedicated service team to foster continued relationships with new clients

Licensed Insurance Sales Representative

Sales

• Develop new sales opportunities
• Manage existing client relationships
• Provide risk management solutions tailored to clients of all sizes
• Build and generate a strong pipeline through proactive prospecting, networking, and marketing efforts
• Present customized insurance solutions, including homeowners, auto, umbrella, earthquake, and personal articles floaters
• Establish and maintain long-term relationships with new and existing clients
• Act as a trusted advisor for clients’ personal and family insurance needs
• Keep clients informed about market trends, emerging risks, and regulatory changes
• Prepare and submit regular progress reports on sales performance and account activities
• Work with a dedicated service team within a successful sales team

Personal Lines Sales Representative

• Develop new sales opportunities
• Manage existing client relationships
• Provide risk management solutions tailored to clients of all sizes
• Build and generate a strong pipeline through proactive prospecting, networking, and marketing efforts
• Present customized insurance solutions, including homeowners, auto, umbrella, earthquake, and personal articles floaters
• Establish and maintain long-term relationships with new and existing clients
• Act as a trusted advisor for clients' personal and family insurance needs
• Keep clients informed on market trends, emerging risks, and regulatory changes
• Prepare and submit regular progress reports on sales performance and account activities
• Work as part of a successful sales team supported by a dedicated service team

Licensed Insurance Sales Agent

• Manage and maintain relationships with existing commercial insurance clients
• Review and analyze insurance policies to ensure appropriate coverage and compliance
• Process policy changes, renewals, and endorsements for insurance accounts
• Conduct risk assessments and provide risk management recommendations
• Coordinate with underwriters and insurance carriers for policy placement
• Handle client inquiries and resolve coverage-related issues
• Monitor and ensure compliance with DOT regulations and insurance requirements
• Prepare insurance documentation, certificates, and policy summaries
• Develop and implement client retention strategies
• Maintain accurate client records and documentation in CRM system

Client Manager, Transportation

Producer

• Meet established sales quotas on a monthly, quarterly, and annual basis
• Utilize Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business
• Act as a subject matter expert in a chosen area of focus
• Continually manage a book of business to support high renewal rates
• Collaborate with Client Service to analyze renewal business and place new business accounts
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform

Producer, Personal Lines

• Develop new sales opportunities
• Manage existing client relationships
• Provide risk management solutions tailored to clients of all sizes
• Build and generate a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts
• Present customized insurance solutions including homeowners, auto, umbrella, earthquake, and personal articles floaters
• Establish and maintain long-term relationships with new and existing clients
• Act as a trusted advisor for clients’ personal and family insurance needs
• Keep clients informed on market trends, emerging risks, and regulatory changes affecting their insurance needs
• Prepare and submit regular progress reports on sales performance and account activities
• Work as part of a successful sales team supported by a dedicated service team

Licensed Insurance Sales Specialist

• Develop new sales opportunities
• Manage existing client relationships
• Provide risk management solutions tailored to clients of all sizes
• Build and generate a strong pipeline through proactive prospecting, networking, and marketing efforts
• Present customized insurance solutions, including homeowners, auto, umbrella, earthquake, and personal articles floaters
• Establish and maintain long-term relationships with new and existing clients
• Act as a trusted advisor for clients’ personal and family insurance needs
• Keep clients informed about market trends, emerging risks, and regulatory changes
• Prepare and submit regular progress reports on sales performance and account activities
• Work as part of a successful sales team supported by a dedicated service team

Insurance Sales Representative

• Produce new commercial lines insurance business
• Meet established sales quotas on a monthly, quarterly, and annual basis
• Utilize Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business
• Act as a subject matter expert in a chosen area of focus
• Continually manage a book of business to support high renewal rates
• Collaborate with Client Service to analyze renewal business and place new business accounts
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform
• Build pipeline on Salesforce

Insurance Sales Advisor

• Meet established sales quotas on a monthly, quarterly, and annual basis, including organic growth
• Use Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business and support retention
• Act as a subject matter expert and master a chosen area of focus
• Continually manage a book of business to support high renewal rates
• Collaborate with Client Service to analyze renewal business and place new business accounts
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform

Senior Commercial Insurance Producer

Advisor

Senior Client Advisor – Commercial Lines

• Handle inbound and outbound calls to prospective clients
• Create a friendly and inviting atmosphere to discuss Aetna’s Medicare plans
• Clearly explain Medicare options, benefits, and enrollment processes
• Ensure clients feel informed and confident in their choices
• Understand each client’s unique needs and adapt the approach to provide tailored solutions
• Foster trust and rapport with clients through an outgoing personality and cooperative attitude
• Track leads and follow up promptly
• Maintain accurate records of client interactions

Licensed Insurance Sales Agent – BPO

• Meet established sales quotas on a monthly, quarterly, and annual basis, including organic growth
• Utilize Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business and support retention
• Act as a subject matter expert and master a chosen area of focus
• Continually manage a book of business to support high renewal rates
• Collaborate with Client Service to analyze renewal business and place new business accounts
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform