Insurance Advisor

Jewelers Mutual•New York, NY

8d•Onsite

About The Position

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. Salary/Wage Range: $80,000+ up to $110,000 + New Business Commission

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

Nice To Haves

Bachelor’s degree in business, finance, or related field preferred
Advanced industry designations such as CIC, CPCU, CRM, or similar is preferred
Ability to work independently, prioritize tasks, and meet deadlines
Proficiency in industry-specific software and CRM systems

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.