Job 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 unrivaled 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 in 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 Summary:
As an Account Executive with Trucordia, you will be joining a small, hardworking team of insurance professionals. As an Account Executive, you will be responsible for maintaining and expanding relationships with commercial lines clients and growing the book of business through new client sales. In addition, you will have diverse responsibilities servicing commercial accounts.
Duties and Responsibilities:
- Identify opportunities with new and existing clients.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
- Secure, bind and process existing business, new business and renewals.
- Service clients by providing endorsements, certificates of insurance, evidence of insurance and invoices
- Support and prepare clients for renewal and retention.
- Provide expertise and answer questions for clients.
- Collaborate with and mentor colleagues.
- Valid California Property & Casualty Insurance License
- Valid California Life & Health Insurance License
- 5-10 years of insurance industry experience within a brokerage
- Demonstrated knowledge and experience in medical malpractice insurance
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages and industry operations to effectively secure new business and maintain an existing client base.
- Self-motivated, goal-oriented and able to work independently and as part of a team, sense of humor a plus.
- Technical proficiency with client management systems, AMS360 a plus
- Medical, Dental, Vision
- Life Insurance
- AD&D
- 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
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.
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