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Full-time
professional certificate
Medical, Dental, Vision, Life Insurance, AD&D, FSA
Posted 20h ago
~40 hrs/week
Remote in Bakersfield, California, United States
Responsibilities
The Senior Client Advisor is responsible for meeting sales quotas through cold calling, prospect presentations, and closing new commercial lines business. They also manage an existing book of business to ensure high renewal rates while collaborating with the service team.
Requirements
Candidates must hold a state-issued Property and Casualty Insurance Producer License and possess at least 5 years of experience in an insurance sales role. Proficiency in Microsoft Suite and Salesforce is required, along with strong analytical and communication skills.
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
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.
We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
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.
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 and Salesforce.
Demonstrated skills in analytics and internal/external communication.
Additional Information
Please see our company Benefits:
Medical, Dental, Vision
Life Insurance and AD&D
FSA / HSA
Accident
Critical Illness
Hospital Indemnity
Supplemental Health Insurance
EAP
Pet Insurance
11 Paid Holidays
Flexible PTO
401K
Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
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.
A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia offers a broad array of commercial and personal lines, life and health, employee benefits, and workers’ compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurance's 2024 Top 100 Brokers and #13 on Insurance Journal's 2024 Top Property/Casualty Agencies.
Offices: 2745 W 600 N, Lindon, Utah 84042, US · 6200 Canoga Ave., Suite 325, Woodland Hills, CA 91367, US · 303 W. Madison St., Suite 1105, Chicago, IL 60606, US · 5470 Reno Corporate Dr., Reno, NV 89511, US · 735 Sunrise Avenue, Suite 212, Roseville, CA 95661, US
How much do Customer Service & Support jobs in California pay?
Based on 8685 listings with disclosed salaries, most customer service & support jobs in California pay between $60k–$138k per year. Individual offers vary with seniority, company size, and specialization.
How many Customer Service & Support jobs are open in California right now?
There are currently 69,660 open customer service & support positions in California listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in California?
Companies currently hiring include Domino's, Costco Wholesale, Starbucks, CVS Health, Allied Universal, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in California?
Yes — 3893 of the 69660 open customer service & support positions offer remote or hybrid work (1626 remote, 2267 hybrid).
How do I apply for Customer Service & Support jobs in California?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
Customer Service & Support jobs by city in California