Jobs at Trucordia

Own end-to-end data migrations into AMS360, including source extraction, profiling, transformation, mapping, validation, QA, and API or direct database loading. Build ETL pipelines across disparate agency systems, create traceability mappings, and collaborate with AMS360 administrators to resolve issues. The role also supports future CRM, marketing, warehouse, and bulk data integrations while using AI-assisted development tools for coding, debugging, refactoring, and technology learning.

Facilitates instructor-led, virtual, and hybrid sales training for producers; supports onboarding, coaching, Basecamp programs, and sales enablement tool adoption. Provides producer support, maintains learning content, tracks participation, gathers feedback, and recommends improvements. Collaborates with sales leaders, subject matter experts, product managers, and learning teams to deliver consistent development experiences across platforms.

Generates new insurance business through prospecting, appointments, presentations, and sales tools while meeting established quotas. Manages an ongoing book of business to support renewals, collaborates with Client Service on account placement and renewals, and serves as a subject matter expert in a chosen insurance focus area.

Produces retail insurance business with an equine focus by meeting sales quotas, prospecting through calls and presentations, closing new accounts, managing an ongoing book of business, supporting renewals, and collaborating with client service teams. The role requires insurance producer licensing, sales experience, proficiency with Microsoft Suite and Salesforce, and strong analytical and communication skills.

The Insurance Producer generates new business through prospecting, cold calls, appointments, and presentations while meeting sales quotas. The role develops expertise in a selected insurance focus area, manages an existing book of business, supports renewals, collaborates with Client Service, and follows company sales methodologies and CRM processes. Travel may reach 70%.

Produces retail insurance business with an equine specialty by meeting sales quotas, prospecting through calls and appointments, presenting solutions, closing new accounts, and managing an existing book of business. The role partners with client service teams on renewals and placements, serves as an equine insurance subject matter expert, and follows company sales methodologies and CRM processes.

The Producer II will generate new retail insurance business with an equine focus, meet sales quotas, conduct prospecting and presentations, and manage an existing book of business. Responsibilities include serving as an equine insurance subject matter expert, supporting renewals, collaborating with Client Service, analyzing accounts, and following company sales methodologies and tools.

Drives new insurance business through prospecting, cold calls, appointments, presentations, and sales tools while meeting quotas. Builds expertise in a chosen insurance focus, manages an ongoing book of business, supports renewals, collaborates with client service teams, and follows established sales methodologies and platform processes.

Develop new commercial insurance business through prospecting, networking, and marketing; build client relationships; present customized employee benefits and commercial insurance solutions; coordinate proposals and quotations with account managers; advise clients on risks, market trends, regulations, and coverage; and report on sales performance and account activity.

The Private Client Advisor drives new insurance business by meeting sales quotas, conducting prospecting and presentations, managing a book of business, supporting renewals, and collaborating with Client Service. The role requires insurance producer licensing, sales experience, proficiency with Microsoft Suite and Salesforce, and strong analytical and communication skills.

Develop new personal lines insurance business through prospecting, networking, and marketing; present tailored homeowners, auto, umbrella, earthquake, and personal articles coverage; manage client relationships; advise clients on risks, market trends, and regulatory changes; and report on sales performance and account activity.

Develop new commercial insurance business, build prospect pipelines, manage client relationships, present employee benefits and commercial insurance solutions, coordinate proposals and quotations, advise clients on market trends and risks, and report sales performance. Requires insurance licenses, strong communication skills, and the ability to manage multiple priorities. Salesforce experience and prior book-of-business development are preferred.

Develop new personal lines insurance sales, build and manage a client pipeline, present tailored homeowners, auto, umbrella, earthquake, and personal articles coverage, and maintain long-term client relationships. Advise clients on market trends, emerging risks, and regulatory changes while preparing sales and account activity reports. The role requires a Property and Casualty license, personal lines sales experience, strong communication skills, and knowledge of homeowners and personal auto coverage.

The Insurance Producer drives new business through prospecting, cold calls, appointments, and presentations while meeting sales quotas. The role develops expertise in a focus area, manages an existing book of business, supports renewals, collaborates with client service teams, and uses sales tools and Salesforce to grow revenue. Travel may reach 70%.

Develop new personal lines sales opportunities, build prospect pipelines, present customized insurance solutions, manage client relationships, and advise clients on homeowners, auto, umbrella, earthquake, and personal articles coverage. The role requires a Property and Casualty license, insurance sales experience, strong communication skills, and knowledge of personal insurance products. Compensation includes a $49,000–$53,000 base salary plus commission.

The Private Client Advisor is responsible for meeting sales quotas, generating new business through prospecting and presentations, serving as a subject matter expert, managing a client book of business, supporting renewals, and collaborating with Client Service. The role requires insurance licensing, sales experience, proficiency with Microsoft Suite and Salesforce, and strong analytical and communication skills.

Produces new commercial insurance business through cold calls, appointments, prospect presentations, and sales pipeline development. Meets sales quotas, builds and manages a book of business, supports renewals, and collaborates with client service teams. Acts as a subject matter expert in a chosen insurance area while following company sales methodologies and using Salesforce and other sales tools.

Sells commercial insurance by meeting sales quotas, prospecting through calls and appointments, presenting solutions, closing new business, and managing renewals. Serves as a subject matter expert in a chosen insurance area, maintains a book of business, collaborates with client service teams, and uses established sales methodologies and Salesforce-based tools to drive growth and retention.

Sells commercial insurance by meeting sales quotas, prospecting through calls and presentations, closing new business, managing a book of business, supporting renewals, and collaborating with client service teams. The role also requires expertise in a chosen insurance specialty, use of sales methodologies and platforms, and maintaining strong client retention.

Lead full-cycle onboarding for new payroll and HR services clients, serving as the primary contact from sales handoff through transition to service teams. Manage project plans, timelines, milestones, documentation, employee data, system configuration, compliance, and cross-functional coordination across payroll, benefits, HR, IT, and compliance teams. Build consultative client relationships, provide guidance on ASO services, address risks, and ensure a positive implementation experience.