Commercial Lines Client Advisor
Core
Drive new business and deepen client relationships for commercial insurance lines using data-driven insights and AI tools.
Role type
Commercial Lines Client Advisor (Sales)
Builds
Insurance products and services for businesses and individuals
Domain
Insurance / Fintech
Deliverable
client delivery
Required skills
client advising, business development, CRM usage, AI application usage, market research, competitive analysis, consultative selling, pipeline management, forecasting
Preferred skills
Property and Casualty licensing, technology-driven market expansion
Responsibilities
Achieve annual sales objectives by building qualified pipelines and converting leads; develop strategic growth plans leveraging predictive analytics; partner with service teams to deliver tailored proposals; serve as a trusted advisor to understand unique business challenges; follow structured sales cadences for deal management; conduct market research and competitive analysis to refine positioning.
Seniority
Mid-level, hands-on IC