Insurance - Commercial Lines Sales Advisor

Commercial Lines Sales Advisor

Job Duties The Commercial Lines Sales Advisor is responsible for generating new business opportunities and managing a portfolio of commercial insurance clients. This role involves understanding client needs, providing tailored insurance solutions, and maintaining long-term relationships to ensure client satisfaction and retention. The ideal candidate is self-motivated, results-driven, and knowledgeable about commercial insurance products, underwriting guidelines, and industry regulations.

Key Responsibilities:

• Prospect, identify, and generate new business opportunities through cold calling, networking, referrals, and lead generation tools.
• Develop customized insurance solutions for commercial clients across various industries.
• Conduct risk assessments and coverage analysis to recommend appropriate insurance products.
• Prepare and present proposals, quotes, and coverage comparisons to potential and existing clients.
• Maintain strong relationships with insurance carriers to negotiate coverage terms and pricing.
• Manage a portfolio of clients to ensure high retention rates and cross-sell opportunities.
• Stay up to date on market trends, product offerings, underwriting criteria, and regulatory changes.
• Achieve and exceed sales targets, KPIs, and performance metrics set by management.
• Collaborate with internal teams such as account managers, underwriters, and customer service representatives to ensure smooth onboarding and servicing.
• Maintain accurate records in CRM systems and adhere to compliance and documentation standards.

Minimum Education Required:

• Valid insurance license for commercial property and casualty (or willingness to obtain).

Minimum Experience Required:

• Minimum [2–5] years of experience in commercial insurance sales or a related field.

• Strong knowledge of commercial insurance products including general liability, property, workers' compensation, commercial auto, professional liability, etc.

• Proven track record of meeting or exceeding sales goals.

• Excellent communication, negotiation, and interpersonal skills.

• Highly organized, self-motivated, and able to manage multiple priorities.

• Proficiency in Microsoft Office and experience with CRM and agency management systems (e.g., Salesforce, HawkSoft, AMS360).

Shift: First (Day)

Number of Openings: 0

Public Transportation Accessible: Yes

Veterans Encouraged to Apply: Yes

Physical Required: No

Drug Test Required: No

Compensation: $

Additional Compensation: Competitive compensation

Postal Code: 55117

Place of Work: Hybrid

Requisition ID: 2317