Trucordia

Insurance

• 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

• 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

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

• 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
• Report to the VP of Sales/Market Leader

Commercial Insurance 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

• Meet established sales goals on an annual basis
• Utilize Trucordia Crop Insurance sales and marketing tools to execute results-oriented activities
• Collaborate across the Platform to grow and service the book
• Maintain a notable book of business aligned with the Platform's growth strategy
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform

Crop Insurance Agent

Advisor

Senior Client Advisor – Commercial Lines

Director

• Develop and implement platform-specific strategies to enhance carrier relationships and optimize appointments
• Consolidate platform-level partnerships to align with Trucordia’s long-term goals and ensure strategic growth and operational efficiency
• Analyze carrier performance metrics, including loss ratio, production reports, and other KPIs
• Analyze regional and national market trends to drive informed decision-making
• Serve as the key liaison for platform-level carrier issues
• Escalate carrier-related challenges as necessary and ensure offices maximize available carrier resources
• Partner with sales leaders, account managers, and executives to align carrier relationships with business needs
• Lead negotiations with carriers to ensure fair compensation, optimize profit-sharing, and create growth opportunities
• Streamline carrier placement strategies and integrate best practices
• Ensure seamless collaboration between the platform and the national Carrier Relations team
• Represent the platform in carrier strategy discussions, industry events, and regional carrier meetings
• Report to the Trucordia VP of Carrier Relations and work with the Platform Leadership team and broader Central Carrier Relations team
• Drive execution and growth for the platform and Trucordia

Senior Director – Carrier Platform Relations

• 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 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

• 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 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

• Produce new commercial lines insurance revenue
• 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 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
• Use Trucordia tools and sales management platform
• Build pipeline in Salesforce

Insurance Sales Advisor – Commercial Lines

• 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 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

Insurance Sales Advisor

Insurance Sales Representative

Producer, Personal Lines

Commercial Insurance Producer

Producer – Personal Lines

Crop Insurance Agent

Crop Insurance Agent

Senior Client Advisor – Commercial Lines

Senior Director – Carrier Platform Relations

Crop Insurance Agent

Crop Insurance Agent

Commercial Insurance Producer

Commercial Insurance Producer

Insurance Sales Advisor – Commercial Lines

Senior Commercial Insurance Producer