Insurance Advisor

Jewelers Mutual • Dallas, TX

2d • 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. Since 1913, Jewelers Mutual has been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence. We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people. Here, you’ll: Move fast and embrace change, Always look for better ways, Grow, thrive, and help shape what’s next. Join us and be part of a culture where you can make an impact while building your future.

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
• Prolonged periods sitting at a desk and working on a computer.
• Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

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.

Benefits

• performance bonuses
• generous paid time off
• a top-tier retirement program with 401(k) matching and additional company contributions
• 50% charitable gift matching
• paid volunteer time

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level