Full-Time · Hybrid Or Remote, Depending On Your Location
Insurance Advisor
Grow new business and build a book of commercial clients you take care of for the long haul.
The Role
You’ll drive new business and build a profitable book of commercial accounts. That means finding new opportunities, building long-term relationships and putting together insurance and risk management plans that actually fit each business. You’re a consultative salesperson who likes helping business owners protect what they’ve built.
Posted on LinkedIn as “Associate Commercial Lines Producer.”
What You’ll Do
Business Development And Sales
- Find and grow new commercial opportunities through networking, referrals, cold outreach, community involvement and industry events.
- Build and run a sales plan with Sales Leadership to hit your goals and the agency’s.
- Do real risk assessments so you understand each client’s exposures and recommend the right coverage.
- Put together and present clear proposals: coverage options, value and why it beats the alternative.
- Keep an organized pipeline in the CRM with timely follow-up and accurate forecasting.
- Work with marketing on targeted prospecting campaigns and lead generation.
- Spot cross-sell opportunities and coordinate referrals across business lines.
Client Relationships
- Be the trusted advisor and main point of contact for your commercial clients, during the sale and after.
- Build long-term relationships with great service, proactive communication and ongoing risk management guidance.
- Run regular policy reviews so coverage keeps up as clients’ businesses change.
- Partner closely with Account Managers so clients get a seamless experience.
Market And Industry Knowledge
- Stay current on commercial products, carrier appetites, underwriting guidelines, market trends and regulations.
- Build strong relationships with carriers and underwriters to negotiate competitive coverage and pricing.
- Take part in professional development, industry conferences, networking events and continuing education.
Documentation And Compliance
- Keep complete, accurate documentation in the agency management system (Applied Epic) and CRM.
- Make sure submissions, renewals, endorsements and policy documents meet agency, carrier and regulatory standards.
- Coordinate with our service teams for a smooth handoff from new business to ongoing account management.
What We’re Looking For
- Bachelor’s degree in Business, Finance, Risk Management or a related field preferred
- At least 1 year of experience in business development, consultative sales or a client-facing role
- A track record in prospecting, relationship building and consultative selling
- Proven ability to meet or beat sales goals in a competitive environment
- Able to get a Property & Casualty license upon hire; a Life & Health license is encouraged
- Comfortable with Microsoft Office; Applied Epic (or a similar system) and CRM experience preferred
- Strong communication, presentation, negotiation and people skills
- Organized, great with time and follow-through
- Self-motivated and goal-oriented, works independently and collaborates well across teams
- Willing to travel for client meetings, networking events and professional development
- Able to pass a criminal background check, as permitted by law
Benefits
Hybrid or remote work options, depending on your location and business needs. Salary range provided on request where required by state and local pay transparency laws.
- Competitive compensation package
- Health insurance plans (PPO, HSA and copay options)
- Dental insurance
- Vision insurance
- Company-paid disability insurance
- Supplemental insurance, including critical illness, accident, legal and pet insurance
- 401(k) with Safe Harbor match
- Paid time off
- Paid holidays
Questions About Careers?
Call us or meet the team first. We’re easy to talk to.
