Sales Leader, Personal Lines

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 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 across 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.

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.

• 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.

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.