Client Advocate

Trucordia•Caledonia, MI

64d

About The Position

We are actively searching for a Commercial Lines Insurance Client Advocate to support our Lansing office at Trucordia. We work hard to build a great, team-oriented culture where you love coming to work every day alongside colleagues who love to work together to bring growth and WIN accounts! A Client Advocate focuses on promoting and securing business for commercial insurance products, working closely with carriers to understand their appetites and develop marketing strategies to attract new clients. They analyze client needs, recommend insurance solutions, and build strong relationships with clients, carriers, and internal teams.

Requirements

Marketing Knowledge: Strong understanding of marketing principles, digital marketing, and content creation.
Communication Skills: Excellent written and verbal communication skills for effective collaboration and presentation.
Sales Experience: Some experience in a sales environment is often beneficial.
Teamwork & Collaboration: Ability to work effectively with cross-functional teams.

Responsibilities

This position is integral to the Commercial Lines Sales team to market and quote policies
The successful candidate will be a team player with excellent organizational skills and a keen attention to detail, contributing to the agency's mission of providing exceptional service to clients
In this role, the client advocate will support the Sales Team throughout the new business process, which includes marketing, quoting, presenting, binding, and issuing new Select Market business
Provide weekly detailed reporting on all submissions received, quoted, declined and issued