The Community Business Advisor is responsible for growing new personal and commercial insurance business and strengthening relationships with existing clients through consultative, solution-based sales.

Responsibilities

• Prospect and develop new personal and commercial insurance opportunities

• Conduct client meetings to assess risks and coverage needs

• Review current policies and gather underwriting information

• Develop and present insurance proposals and renewal strategies

• Collaborate with internal service teams on submissions and ongoing support

• Maintain client relationships while transitioning service needs appropriately

• Track production activity and stay current on industry trends

Qualifications

• Insurance sales or advisory experience preferred

• Strong relationship-building and communication skills

• Active insurance license or ability to obtain