Teams at Trucordia

Drive new commercial insurance business and retention by meeting sales quotas, using Trucordia sales tools, managing a book of business, collaborating with Client Service on renewals and placements, and acting as a subject-matter expert in a chosen focus area.

Sell and retain commercial property & casualty insurance by meeting sales quotas, using Trucordia sales tools, managing a book of business, analyzing renewals, collaborating with client service, and executing prospecting activities (cold calls, in-person appointments, presentations).

Manage a designated book of Life & Health clients as primary contact; lead renewals and remarketing, coordinate carriers, onboard accounts, handle endorsements/claims/audits, maintain agency management records, mentor junior staff, and present annual open enrollment meetings while advising on coverage and regulatory changes.