Commercial Insurance Advisor

We are in search of a driven professional with excellent communication skills and an in-depth understanding of our insurance offerings.

The successful candidate will focus on sales, acquiring new commercial accounts, nurturing existing relationships, and ensuring the retention of our commercial clientele.

Compensation :

$60,000 - $100,000 yearly

Responsibilities :

• Develop and implement strategies to achieve the goals set in the annual producer sales plan.
• Identify and target new business opportunities within existing clients and specific market segments.
• Reach out to potential clients to provide quotes and schedule sales meetings.
• Assess clients' insurance needs, review current policies, and conduct Risk Management Reviews.
• Gather detailed underwriting information, including survey data and loss history.
• Create and present comprehensive insurance proposals detailing coverages, limits, and deductibles.
• Collaborate with service personnel to submit applications and select appropriate markets.
• Conduct meetings with clients and prospects to discuss proposals, renewals, and address inquiries.
• Introduce clients to service personnel for ongoing support and direct service-related calls accordingly.
• Stay abreast of any claims or service issues and assist in resolving them when necessary.
• Assist in the renewal process by reviewing expirations, collecting necessary information, and preparing renewal submissions.
• Maintain accurate production reports and actively participate in sales meetings.
• Promote the agency and the insurance industry within the local community.
• Keep updated on industry trends by reviewing trade publications and attending carrier training sessions.
• Undertake any additional duties or projects as assigned by agency management.

Qualifications :

• Must have a proven track record in sales, specifically in pursuing and closing sales successfully.
• Required to possess an Ohio Property & Casualty license, or willing to obtain one if not licensed.
• Should have a minimum of three years of sales experience.
• Must hold a valid driver’s license and have a properly insured vehicle for driving to client meetings.
• Ability to work effectively in a fast-paced environment, adapting to unscheduled interruptions.
• Capable of sitting for extended periods.
• Expected to maintain a professional appearance in this public-facing role, requiring appropriate business attire.
• Will need to travel to local client and carrier locations during the workday, with occasional out-of-town travel.

About Company

• Work-Life Cohesion. Bickle Insurance is committed to a flexible work environment with an open PTO policy and relaxed office requirements
• We offer a variety of additional programs and services to help meet the diverse needs of our employees, including, 401k, Life and Disability Insurance, and health benefits (for eligible employees)
• Skill development in an ever-changing industry. We are committed to growing the knowledge and power of all team members of Bickle Insurance
• We always work as a team and have active coaches to support and develop your role
20 days ago