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About the Role
As a Commercial Insurance Advisor, you will be the primary point of contact for small business owners, helping them understand their risks and find suitable coverage in their preferred language.
Responsibilities
- Run consultative conversations with small business owners in Spanish and English and recommend coverage that fits their business
- Manage your own pipeline from first contact through bind, with disciplined follow-up and a CRM that's always current
- Identify cross-sell and coverage-gap opportunities and explain in plain language why they matter
- Build lasting relationships with clients, carrier partners, and referral sources in the Spanish-speaking business community
- Partner with internal teams and carriers to deliver accurate, timely quotes
- Hit monthly production goals
- Take on other projects and duties as assigned
Requirements
- Professional fluency in Spanish and English, spoken and written.
- 2+ years of Commercial P&C experience in sales, service, or underwriting
- An active Property & Casualty license, and the ability to obtain and maintain additional state licenses as needed
- Comfort in a fast-paced, high-volume environment
- Genuine curiosity about how small businesses work
- The organizational discipline to own a pipeline without being chased
Skills
- Spanish and English communication
- Commercial P&C sales, service, or underwriting
- Property & Casualty license
- CRM usage
- Client relationship building
- Team collaboration
- Sales pipeline management
Location
- Rochester
Work Type
- Hybrid
- Full-time
Experience Level
- 2+ years of Commercial P&C experience
Salary/Compensations
- $60,000—$70,000 USD
Benefits
- Partially subsidized medical plan
- Fully subsidized vision/dental options
- Life insurance
- Disability insurance
- 401(k)
- Flexible paid time off
- Parental leave
About the Company
- ERGO NEXT's mission is to help entrepreneurs thrive by building the only technology-led, full-stack provider of small business insurance in the industry.
- We transform the customer experience by taking on the entire value chain.
- Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage.
- We’re backed by industry leaders in insurance and tech.
Equal Opportunity
- ERGO Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace.
- We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws.
- ERGO Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics.
- This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.