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• Meets established sales quotas on monthly, quarterly, and annual basis.
• Utilizes sales and marketing tools to execute results-oriented activities such as cold calls and prospect presentations.
• Collaborates with Client Service to analyze renewal business and place new business accounts.

Trucordia is an insurance brokerage offering an unrivaled combination of people, tools and solutions. With more than 5,000 team members across 200 offices in the U.S., they celebrate individual and collective successes and value collaboration and results.

• Meets established sales quotas through cold calls, appointments, and prospect presentations.
• Acts as subject matter expert to master chosen area of focus for long-term success.
• Manages a book of business and collaborates with Client Service to place new business and analyze renewals.

Trucordia is an insurance brokerage that offers an unrivaled combination of people, tools and solutions. With over 5,000 team members across 200 offices, we are a fast-growing company that values collaboration, results, and celebration.

• Drive new business growth by meeting and exceeding sales quotas through strategic planning and consistent effort.
• Build and maintain a robust book of business, ensuring high renewal rates and long-term client satisfaction.
• Serve as a subject matter expert in personal insurance products, staying current with industry trends to provide tailored solutions.

Trucordia is an insurance brokerage built on successful businesses across the country, delivering exceptional experiences for employees, clients, and stakeholders. With more than 5,000 team members across 200 offices, they value collaboration, leadership, and celebrating successes.

• Connect with inbound leads via phone, email, and text to understand needs and recommend tailored insurance solutions.
• Consistently meet or exceed sales targets by building strong customer relationships and applying consultative sales techniques.
• Clearly communicate the value of Kin's insurance products and guide customers to coverage that protects their assets.

Kin is a homeowners insurance company that uses data, technology, and human support to make insurance simpler and more affordable for homeowners, especially in areas with climate risks and rising costs. Founded in 2016, Kin is a remote-first employer with Kinfolk across 35+ states, and has been recognized as a Best Place to Work by Built In Chicago and Forbes.

• Handle inbound calls and warm leads, consulting customers on insurance needs and converting sales leads into policyholders.
• Receive paid training, licensing in all 50 states, and a dynamic role directed at warm leads only.
• Enjoy generous earning potential with base salary plus commission, comprehensive benefits, and flexible work arrangements.

Liberty Mutual Insurance is a Fortune 100 company providing protection for the unexpected with care. They are a large organization fostering an inclusive environment with Employee Resource Groups and comprehensive benefits.

• Manage and develop a designated sales territory of Independent Agencies with complex profiles.
• Build and nurture strong relationships with agency partners to maximize growth and market share.
• Execute sales strategies and use data-driven planning to meet and exceed sales objectives.

Mercury Insurance helps people reduce risk and overcome unexpected events. The company is a midsize employer with a culture that values diversity and inclusion, and has been recognized as one of America's Best Midsize Employers for 2026.

• Serve as primary point of contact for clients within the assigned region, developing and maintaining long-lasting relationships.
• Achieve and exceed sales and revenue targets, while identifying opportunities for upselling and cross-selling.
• Conduct regular account reviews and use data-driven analysis to identify trends and growth opportunities.

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. The company has thousands of active agents and plans to accelerate growth.

• Recruit and train new agents by promoting BenefitMall's value proposition through deep, trusted relationships and technology solutions.
• Develop revenue growth strategies with agents to increase sales activity, products per customer, and understanding of specialized services.
• Lead POD to service agent business, including training on carrier procedures, strategy calls, and using internal systems for tracking.

CRC Group is a leader in specialty wholesale insurance, providing benefits services through its BenefitMall brand. The company has earned a Top Workplaces USA award three years in a row based on employee feedback and insight, and its culture focuses on inclusion, trust, collaboration, and innovation.

• Handle inbound calls and warm leads to consult with potential and existing policyholders on insurance needs and convert sales leads into policyholders.
• Utilize strong persuasion and communication skills to close sales and represent the Liberty Mutual brand with integrity.
• Participate in paid training to obtain necessary licenses and develop sales expertise in a remote work environment.

Liberty Mutual is a Fortune 100 insurance company providing a wide range of insurance products and services. With a large workforce, the company fosters an inclusive culture that values diversity and supports employee well-being.

• Serve as the first point of contact for clients, providing prompt and professional service.
• Manage placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
• Maintain strong carrier relationships to secure competitive quotes and ensure successful renewal and retention.

Trucordia is an insurance brokerage built from successful community businesses across the US, offering an unrivaled combination of people, tools, and solutions. With over 5,000 team members across 200 offices, we are ranked as one of the fastest-growing companies in the US, where we actively care about our clients and each other.

• Consult with clients to assess insurance needs and recommend suitable coverage.
• Manage the full sales cycle from prospecting to closing deals.
• Maintain client relationships and provide ongoing policy support.

GIA Legacy Planning is an insurance agency focused on helping individuals and families find financial protection. They offer a supportive team environment with advanced technology and training for agents.

• Manage an assigned book of business, ensuring account retention and supporting new business through policy management, renewals, and customer service.
• Direct daily activities of the account management team, handling complex issues and maintaining technical competence.
• Monitor accounts receivable, maintain agency systems, and communicate transparently with the team to ensure timely service and compliance.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance solutions. With over 1,300 associates in more than 60 offices across the US and UK, IOA fosters a respectful culture, work-life balance, and community service commitment.

• Engage with warm leads via inbound calls, consulting customers on insurance needs and matching coverages to convert sales.
• Represent the Liberty brand with integrity, building connections and tailoring solutions for individual policyholders.
• Adapt to a remote work environment, collaborating with the team while maintaining a professional home office setup.

Liberty Mutual Insurance is a Fortune 100 company providing insurance products and services. They foster an inclusive culture with comprehensive benefits, professional development, and Employee Resource Groups.

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources

GIA Legacy Planning is a client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company fosters a culture rooted in integrity, mentorship, and continuous professional growth, with a supportive team environment.

• Represent the company to assigned agents and drive multi-line growth through effective agency management.
• Achieve annual sales objectives for the territory using digital tools, face-to-face meetings, teleconferencing, and webinars.
• Develop success plans with partner agencies and hold them accountable for production, profitability, and relationship building.

Encova Insurance is an insurance company that provides property and casualty insurance products through independent agents. The company emphasizes a collaborative culture, professional growth, and inclusion, with a focus on building trusting relationships with associates, agents, and policyholders.

• Be a trusted advisor, guiding customers through their life insurance journey with warmth, clarity, and integrity.
• Connect with warm leads via outbound phone calls, text, and email to drive conversions.
• Personalize coverage recommendations based on customer needs and provide exceptional service.

Ladder developed a method of real-time underwriting leveraging AI, reducing the months-long process of applying for life insurance to minutes. The company is highly collaborative and fun, with fantastic perks and benefits that reflect a mission of care and support.

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
• Develop and implement comprehensive account service strategies, overseeing renewals, negotiations, and claims advocacy.
• Lead internal servicing teams, mentor junior staff, and stay updated on insurance trends and market conditions.

Trucordia is an insurance brokerage that delivers exceptional experiences and opportunities for employees, clients, and stakeholders. With over 5,000 team members across 200 U.S. offices, it ranks among the fastest-growing companies and celebrates both individual and collective achievements.

• Drive financial performance and meet annual new business production plans through consistent visibility and significant relationships.
• Manage territory distribution and position Convelo as a lead partner for core program offerings.
• Provide leadership, mentor a team of Regional Sales Managers, and foster a culture of continuous improvement.

Convelo Insurance Group is a leading insurance platform providing brokerage and underwriting services. It is a socially conscious organization with an amazing culture of relentless grit and continuous improvement, part of Signers National.

• Build and manage your own book of business as an independent insurance agent.
• Leverage Keystone Advisors' extensive carrier relationships, training programs, and technology platforms.
• Help clients navigate their healthcare and insurance options while growing a sustainable business.

Keystone Advisors helps independent insurance agents grow and scale their businesses through access to top carriers, dedicated contracting support, industry-leading technology, marketing resources, and ongoing training. They foster a collaborative community of successful insurance professionals and provide extensive support to independent agents.

• Initiate the Advisor Opportunity Sales Pipeline by developing and qualifying leads.
• Produce sales results through high-volume outbound calls and emails.
• Screen prospective clients and set appointments for financial advisors.

Wealth Enhancement is an independent wealth management firm offering personalized financial planning and investment management services. With over 175 offices nationwide, the firm serves 90,000+ households and fosters a collaborative, team-based culture.