高级客户顾问 - 商业业务
Sr Client Advisor - Commercial Lines
职责和责任：
- 按月度、季度和年度达成既定的销售配额。
- 使用 Trucordia 的销售和营销工具，执行以结果为导向的活动，如冷电销、面对面预约和潜在客户演示，以促成新业务成交。
- 作为专业领域专家，掌握所选专注领域，以提高长期成功的可能性。
- 持续管理业务量，以支持高续约率。
- 与客户服务中心合作，分析续约业务并安排新业务账户。
- 遵循 Trucordia 的销售方法和最佳实践，包括正确使用 Trucordia 工具和销售管理平台。
- 持有州颁发的财产及意外险保险代理人执照。
- 5 年以上保险销售经验。
- 熟练使用 Microsoft 套件和 Salesforce 等专业软件。
- 具备数据分析和内部/外部沟通能力。
请参阅我们的公司福利：
- 医疗、牙科、视力保险
- 寿险和意外险
- FSA / HSA
- 意外伤害保险
- 重大疾病保险
- 住院补偿保险
- 补充健康保险
- 员工援助计划（EAP）
- 宠物保险
- 11 个带薪节假日
- 弹性带薪休假（PTO）
- 401K
Trucordia Insurance Services, LLC 及其关联公司（统称为“公司”）已注意到涉及公司虚假就业机会的诈骗行为。这些虚假机会使用伪造的网站、电子邮件地址、群聊和短信。公司不会（a）通过即时消息或群聊面试潜在候选人；（b）在面试过程中要求提供银行或信用卡信息；或（c）将购买产品或服务或代为处理付款作为任何就业录用的条件。
Trucordia 是一家平等机会雇主。我们认为每位员工都有权在一个没有任何形式歧视的环境中工作。我们的政策是，所有涉及雇佣关系任何方面的决策，如招聘、薪酬和培训、晋升、调动、纪律和解雇，都将基于才能、资格和能力。此类决策将不考虑年龄、族裔、肤色、种族、国籍、残疾、受保护的健康状况、基因信息、军事服务、退伍军人身份、公民身份、宗教、教派、性别、性别认同、性取向、怀孕、分娩、婚姻状况或其他任何条件、特征。
查看英文原文
Duties and Responsibilities:
- Meets established sales quotas on monthly, quarterly, and annual basis.
- Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
- Acts as subject matter expert to master chosen area of focus for highest probability of long-term success.
- Continually manages a book of business to support high renewal rates.
- Collaborates with Client Service to analyze renewal business and place new business accounts.
- Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.
- 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.
Please see our company Benefits:
- 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
Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
Extraordinary opportunity. Exceptional experience.
Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
- We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
- We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
- We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
- We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
- We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.
Originally posted on Himalayas