Advisor, Commercial Risk - Insurance Advisory Solutions
Core
Sells new and renewing commercial risk insurance accounts while building relationships with clients, prospects, and insurance partners.
Role type
Commercial insurance sales advisor
Builds
New and renewed commercial risk insurance policies
Domain
Insurance / Commercial Risk
Deliverable
product features
Required skills
Sales prospecting, client relationship management, proposal presentation, policy finalization, networking, industry knowledge, underwriting criteria understanding, organizational skills
Preferred skills
Ability to obtain state insurance licenses within 90 days
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Responsibilities
Present proposals and review coverages, communicate with clients and partners, finalize sales and collect documents, develop prospects through community and networking events, maintain knowledge of underwriting criteria, meet monthly new business goals
Seniority
Individual Contributor