CUIA Commercial Insurance Advisor

VANTAGE CREDIT UNION•Weldon Spring, MO

5d•Onsite

About The Position

The Commercial Insurance Advisor builds and grows a profitable commercial insurance book of business while supporting the agency’s commercial insurance division. The role generates opportunities through credit union partnerships and independent prospecting, develops strategic relationships with business banking teams and other referral sources, and delivers consultative insurance solutions and client service. The advisor serves as the primary commercial insurance liaison for assigned credit union partners, building relationships with business banking teams, lenders, and branch leadership. The position also manages assigned commercial accounts, supports clients with service and coverage needs, and helps develop commercial workflows as the division grows. Successful performance includes achieving agency growth goals, building reciprocal referral relationships, generating approximately half of new opportunities through credit union partnerships and half through independent prospecting, and maintaining client satisfaction and retention.

Requirements

High school diploma or GED.
Active Property & Casualty license.
Knowledge of commercial property, liability, workers compensation, commercial auto, umbrella, and related business insurance products.
Understanding of sales, prospecting, lead generation, referral management, and relationship-building strategies.
Self-motivated and results-driven, with strong sales, networking, relationship-building, and consultative communication skills.
Excellent written and verbal communication abilities.
Strong organizational, prioritization, and time-management skills.
Ability to work independently while developing new relationships and business opportunities.
Professionalism, integrity, and attention to detail.
Proficiency with agency management systems, CRM platforms, and Microsoft Office applications.
Commitment to continuing education and professional development.

Nice To Haves

Three or more years of commercial insurance, producer, account management, underwriting, or producer experience preferred.
Working knowledge of credit union operations and member service philosophy, or willingness to learn and embrace credit union culture and a member-first approach.

Responsibilities

Build and grow a profitable commercial insurance book of business.
Generate commercial insurance opportunities through credit union referrals and independent prospecting.
Develop and maintain referral sources, centers of influence, and community business relationships.
Build and maintain a sales pipeline and achieve annual sales and production goals.
Conduct insurance reviews, identify coverage needs, and provide tailored recommendations.
Market, quote, negotiate, and bind commercial insurance coverage.
Serve as the primary commercial insurance liaison for assigned credit union partners.
Build relationships with business banking teams, lenders, and branch leadership; conduct partner visits and training opportunities.
Encourage mutual referral activity between the agency and credit union partners.
Manage and service assigned commercial accounts, including endorsements, renewals, certificates, and policy changes.
Assist clients with claims and coverage questions and maintain accurate account documentation.
Support development of commercial workflows and processes as the division grows.
Maintain high levels of client satisfaction and retention.