Insurance Advisor, Commercial Insurance

Hotchkiss Insurance•Carrollton, TX

About The Position

The Commercial Lines Insurance Advisor is responsible for generating new business and expanding the agency’s commercial insurance client base. This role focuses on identifying and pursuing sales opportunities, developing customized insurance solutions, and presenting them to prospective clients. In addition to new business development, the Insurance Advisor maintains strong relationships with existing clients to ensure satisfaction and uncover opportunities for expanded coverage. The ideal candidate has a proven sales background, strong communication and negotiation skills, and a solid understanding of commercial insurance products.

Requirements

Bachelor’s degree preferred.
Ability to obtain required state insurance licensing upon hire.
Proven success in a sales-focused role.
Excellent verbal and written communication skills, with the ability to deliver effective presentations to individuals and groups.
Foundational proficiency in Microsoft Office and comfort with modern technology and sales tools.

Nice To Haves

Business-to-business prospecting experience preferred.

Responsibilities

Identify and contact prospective clients, schedule appointments, and deliver sales presentations.
Develop and execute prospecting programs with consistent follow-up to maximize results.
Maintain and manage a targeted prospect list aligned with agency growth goals.
Balance production efforts to achieve the desired mix of business.
Coordinate sales and production activities with marketing and service team members.
Participate in periodic meetings with Account Managers to provide updates and ensure alignment with policies and procedures.
Stay current on industry trends, sales techniques, and market conditions to maintain a competitive edge.