Sr Client Advisor
$100,000–$150,000 year
Hybrid · Boise, Idaho, United States
Job Summary
Sr Client Advisor drives sales and account growth for Trucordia Insurance Services by meeting monthly, quarterly, and annual quotas through activities such as cold calls, in-person appointments, and prospect presentations, while managing a book of business to sustain high renewal rates. Acts as subject matter expert in a chosen focus area, collaborates with Client Service to analyze renewal and new business opportunities, and adheres to Trucordia sales methodologies and tools. Requires a state-issued Property and Casualty Insurance Producer License and 5+ years in insurance sales, with proficiency in Microsoft Suite and Salesforce, and strong analytics and communication skills.
Required Qualifications
- State-issued Property and Casualty Insurance Producer License
- 5+ years in an insurance sales role
- Proficiency with Microsoft Suite and Salesforce
- Demonstrated skills in analytics and internal/external communication
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