Trucordia

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
• 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

Advisor

Senior Client Advisor – Commercial Lines

• 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

• Meet established sales quotas on a monthly, quarterly, and annual basis
• Use 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, best practices, tools, and sales management platform

Commercial Lines Producer

Client Partner

• 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

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

Home and Auto Insurance Sales Specialist

• 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 retention
• 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

Senior Commercial Insurance Producer

• Meet established sales quotas on monthly, quarterly, and annual basis
• Utilize Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business
• Act as subject matter expert in the chosen area of focus, with an Equine 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
• Report to the Market Leader

Producer II – Equine

• Develop new sales opportunities through proactive prospecting, networking, and marketing efforts
• Build and generate a strong pipeline of potential clients
• 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 with a dedicated service team to manage and foster relationships with new clients

Personal Lines Producer

• Meet established sales quotas on a monthly, quarterly, and annual basis
• Use Trucordia sales and marketing tools for cold calls, in-person appointments, and prospect presentations to close new business
• Serve as a subject matter expert in a chosen area of focus or specialization
• Manage a book of business to support high renewal rates
• Collaborate with Client Service to analyze renewal business and place new business accounts
• Mentor less seasoned Producers through the sales and production cycle
• Maintain a book of business worth $500,000 in agency commissions/revenue year-over-year
• Follow Trucordia sales methodologies, best practices, tools, and sales management platform

• 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 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

• 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, best practices, tools, and sales management platform

• 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

Producer – Personal Lines

Senior Client Advisor – Commercial Lines

Producer – Personal Lines

Commercial Lines Producer

Client Manager, Transportation

Home and Auto Insurance Sales Specialist

Senior Client Advisor – Commercial Lines

Senior Commercial Insurance Producer

Producer II – Equine

Personal Lines Producer

Senior Commercial Insurance Producer

Senior Commercial Insurance Producer

Client Manager, Transportation

Senior Client Advisor – Commercial Lines

Insurance Sales Agent