Teams at Trucordia

Generates new commercial lines insurance revenue by meeting sales quotas, prospecting through calls and appointments, delivering presentations, and closing business. Maintains a book of business to support renewals, collaborates with client service teams, builds a Salesforce pipeline, and follows established sales methodologies. Serves as a subject matter expert in a chosen insurance focus area.

Produces new commercial insurance business through cold calls, appointments, presentations, and pipeline development. Meets sales quotas, manages a book of business to support renewals, analyzes renewal accounts, and collaborates with client service teams. Serves as a subject matter expert in a chosen insurance focus area while following company sales methodologies and maintaining Salesforce records.

Own and grow a complex commercial insurance book serving towing and transportation clients. Manage client relationships, renewals, coverage strategy, marketing, proposals, negotiations, account profitability, carrier performance, documentation, and cross-selling. Provide expert guidance to producers and junior staff, resolve escalated service issues, and ensure compliant, timely service delivery. Success is measured through retention, revenue growth, renewal execution, client satisfaction, account development, and increased producer capacity.