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Trucordia

Senior Client Advisor – Commercial Lines

Trucordia

. Meet established sales quotas on a monthly, quarterly, and annual basis .

Posted 9/26/2026full-timeRemote • North Carolina • United StatesSeniorWebsite

About the role

Key responsibilities & impact
  • 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
  • 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

Requirements

What you’ll need
  • State-issued Property and Casualty Insurance Producer License
  • 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

Comp & perks
  • Medical, Dental, Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K