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Sr Client Advisor - Commercial Lines

Trucordia | Irvine, United States | Posted June 19, 2026

Position Overview

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 for 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.
  • Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Qualifications

  • State-issued Property and Casualty Insurance Producer License.
  • 5+ years in an insurance sales role.
  • Proficiency with professional programs such as Microsoft Suite a...

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