JOB SUMMARY:

The Commercial Insurance Advisor focuses on educating clients on risk and insurance products, submitting and brokering business, presenting and closing opportunities and servicing accounts. You will receive a competitive base salary and have the chance to earn performance bonuses based on your individual and team performance. This role is fast-paced and an ideal fit for goal-oriented, hardworking individuals looking to make a difference. KPIs/Metrics are transparently shared daily during departmental update meetings and displayed reader boards.

ESSENTIAL JOB FUNCTIONS:

• Meets personal and team sales targets as established, focusing on small to midsize accounts which are stable in nature within identified markets
• Contacts assigned prospects to sell multiple product units by nature of clients
• Reviews client’s business and financial data to ascertain whether products meet the client’s needs and circumstances
• Negotiate terms with internal and external underwriting staff

QUALIFICATIONS:

Education/Experience:

• Bachelor’s degree in business or relevant area of study is preferred
• Valid Property and Casualty License preferred
• Experience working in a highly regulated industry
• Insurance sales, prospecting and relationship management experience

Technical:

• Basic computer literacy, G suite preferred and Salesforce a plus.
• Strong ability to communicate via email and phone.

Professional: 

• Ability to build strong relationships, initiate action and adjust to change are key attributes to this role
• Demonstrated strong verbal, written and interpersonal communication skills
• Creative problem solver with strong analytical skills; self-motivated; excellent communication skills
• Ability to take the initiative to gather and use customer feedback to identify both needs and opportunities