Senior P&C Insurance Sales Executive

Posted 3 Days Ago
Be an Early Applicant
Irvine, CA, USA
Hybrid
250K-500K Annually
Senior level
Insurance
Extraordinary opportunity. Exceptional experience.
The Role
Drives new insurance business through prospecting, cold calls, appointments, presentations, and quota attainment. Manages and grows a substantial book of business, supports renewals, collaborates with client service teams, and mentors less experienced producers. Serves as a subject matter expert in a chosen insurance specialization while applying company sales methodologies and technology platforms.
Summary Generated by Built In
Company Description

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

  1. 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.
  2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
  3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
  4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
  5. 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.

Job Description

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/specialization to ensure 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.
  • Works closely with less seasoned Producers to mentor the sales and production cycle to ensure success.
  • Maintains a notable book of business worth $500,000 in agency commissions/revenue year-over-year.
  • Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tolls and sales management platform.

Qualifications

  • State-issued Property and Casualty or Life and Health Insurance Producer License.
  • 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
  • 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.

Additional Information

Please see our company Benefits:

  • Medical, Dental, Vision 
  • Life and AD&D insurance
  • FSA / HSA
  • Commuter & Child Care FSA
  • Cancer Support Benefits
  • Pet Insurance
  • Accident & Critical Illness
  • Hospital Indemnity
  • Employee Assistance Program (EAP)
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

The draw/salary range for this position is $50,000–$250,000+, depending on factors such as geographic location, years of insurance sales experience, existing or portable book of business, and demonstrated ability to grow book revenue.

This role includes commission-based earnings tied to production results.

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.

Skills Required

  • State-issued Property and Casualty or Life and Health Insurance Producer License
  • Four-year degree in Business Management, Sales, Entrepreneurship, Marketing, or a related field
  • At least five years of experience in an insurance sales role
  • Proficiency with Microsoft Suite and Salesforce
  • Demonstrated analytics and internal and external communication skills
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The Company
HQ: Lindon, Utah
740 Employees
Year Founded: 1987

What We Do

A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia, formerly PCF Insurance Services, offers a broad array of commercial and personal lines, life and health, employee benefits, and workers’ compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurance's 2024 Top 100 Brokers and #13 on Insurance Journal's 2024 Top Property/Casualty Agencies.

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