Commercial Risk Advisor (Producer) - Insurance Advisory Solutions
Core
Sell new and renew existing commercial insurance accounts while building relationships with clients, prospects, and insurance partners.
Role type
Commercial insurance sales advisor
Builds
New business accounts and renewals for commercial insurance policies
Domain
Insurance brokerage / Commercial risk management
Deliverable
client delivery
Required skills
Property and Casualty Agent License, General Lines Agent License, sales prospecting, proposal presentation, client relationship management, networking, industry knowledge, underwriting criteria knowledge, Microsoft Office proficiency
Preferred skills
Self-starter attitude, ability to influence others, community engagement
Technologies
Microsoft Word, Excel, Publisher, PowerPoint
Responsibilities
Present proposals and review coverages, finalize sales and collect documentation, develop prospects through networking and referrals, maintain relationships with clients and partners, meet monthly new business goals
Seniority
Individual Contributor, sales-focused