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About the Role

The Commercial Lines Insurance Advisor manages a portfolio of mid-to-large revenue tier clients while also generating new business opportunities. The ideal candidate will possess a strong background in insurance, exceptional relationship-building skills, and a proactive approach to client management and business development.

Responsibilities

• Take ownership of client relationships, serving as the primary point of contact for all insurance-related inquiries and needs.
• Retain clients by building strong relationships and ultimately becoming a strategic business partner.
• Develop and maintain deep relationships with key clients, understanding their unique requirements and providing tailored insurance solutions.
• Explore clients’ other business operations to become their holistic insurance agent of choice.
• Maximize opportunities to educate clients about loss prevention and security strategies, product features, and carrier underwriting recommendations.
• Effectively manage a portfolio of mid-to-large revenue tier clients, ensuring their insurance needs are met promptly and efficiently.
• Identify opportunities for upselling or cross-selling additional insurance products and services.
• Drive revenue growth through strategic account management, client retention, and new business sales.
• Identify potential clients, conduct thorough needs assessments, and present comprehensive insurance proposals to secure new accounts.
• Conduct coverage gap analyses to advise clients of potential exposures and solutions, resulting in the addition of necessary lines of business.
• Analyze client exposures and design comprehensive insurance programs that effectively mitigate risks while aligning with their budget and goals.
• Build strong relationships with underwriters to leverage their expertise and secure customized solutions for clients.
• Maintain open communication channels to facilitate smooth transactions and address any issues promptly.
• Maintain accurate client records, policy documentation, and renewal schedules.
• Process policy endorsements, amendments, and other administrative tasks accurately and efficiently.
• Assist with maintaining compliance with industry regulations and agency standards.
• Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
• Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

Requirements

• Proven experience in commercial lines insurance sales and client management
• Active Property & Casualty insurance license
• Strong understanding of insurance products, policies, and coverage options
• Excellent communication, negotiation, and presentation skills
• Results-oriented mindset with a focus on exceeding sales targets and revenue goals
• Ability to work independently, prioritize tasks, and meet deadlines
• Proficiency in industry-specific software and CRM systems
• Prolonged periods sitting at a desk and working on a computer.
• Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

Skills

• Insurance
• Relationship-building
• Client management
• Business development
• Sales
• Negotiation
• Presentation
• Risk analysis
• Program design
• Communication

Education Level

• Bachelor’s degree in business, finance, or related field preferred
• Advanced industry designations such as CIC, CPCU, CRM, or similar is preferred

Salary/Compensations

• $80,000+ up to $110,000 + New Business Commission

About the Company

• Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do.
• With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity.
• Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.
• As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience.
• Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.
• We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.
• Here, you’ll: Move fast and embrace change, Always look for better ways, Grow, thrive, and help shape what’s next.
• Join us and be part of a culture where you can make an impact while building your future.