Sales Leader, Personal Lines
New Yesterday
Reports To: SVP of the South Platform
Disclaimer: Applicants must reside in one of the states included in our Southern Platform region and should be willing to travel as needed on a case-by-case basis.
Duties and Responsibilities:
Personal Sales Development:
Develop and grow a profitable book of personal insurance business.
Identify and pursue new client opportunities through networking, referrals, and targeted prospecting.
Build long-term relationships with clients, delivering consultative insurance solutions tailored to their needs.
Maintain a deep understanding of insurance products, carrier guidelines, and market trends.
Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tolls and sales management platform.
Team Leadership:
Lead, coach, and support assigned producers to achieve individual and team sales goals.
Conduct regular performance reviews and one-on-one development sessions.
Monitor pipeline activity, ensure CRM utilization, and guide producers on effective sales strategies.
Promote a culture of accountability, integrity, and performance. Strategic & Operational Responsibilities:
Collaborate with the Platform VP of Sales to develop and implement regional sales strategies.
Provide regular sales reports, forecasts, and updates on team and individual performance.
Participate in the recruitment and onboarding of new producers as needed. • Ensure compliance with all company policies and industry regulations while working to minimize E&O exposures.
Strategic & Operational Responsibilities:
Collaborate with the Platform leader and Platform leadership team to develop and implement platform sales strategies.
Provide regular sales reports, forecasts, and updates on team and individual performance.
Participate in the onboarding of new producers as needed.
Ensure compliance with all company policies and industry regulations while working to minimize E&O exposures.
Qualifications
State-issued Property and Casualty Producer License.
4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study. Or relevant experience.
7+ years in an Insurance sales role with time spent in team leadership.
Proficiency with professional programs such as Microsoft Suite and Salesforce.
Demonstrated skills in analytics and internal/external communication.
Additional Information
Please see our company Benefits:
Medical, Dental, Vision
Life and AD&D insurance
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.
- Location:
- Houston