Job Purpose:

The primary responsibility of a Client Advisor in Small Commercial Insurance (Select) is to develop, quote and bind new business opportunities on accounts of $7,500 and under in revenue. It is the expectation that the opportunities placed come from self-developed efforts through cold-calling, prospecting, networking and targeted marketing in addition to working account rounding opportunities on our current Select book. Select Commercial Salespeople (Client Advisors) are expected to perform many of the tasks independently and will be supported with formal training, state licensing and guidance from a unit manager, service team and experienced colleagues.

Critical Job Functions:

Identifying and qualifying sales leads generated from a variety of sources (cold-calling, developing centers of influence, working with partner carriers, etc.)

Proactively make appointments with prospects

Qualify new business opportunities

Develop close, trusting ongoing relationships with clients and business associates

Counsel and advise prospects and clients on technical insurance concepts and coverage

Developing and attaining new business objectives

Ability to quote, bind and issue policies using available resources and technology

Ability to effectively and efficiently transition the account to the Select service team once placed

Skills & Qualifications:

Experience in sales or client service preferred

Highly effective communication skills both oral and written

Demonstrated persuasion and negotiation skills

Organizational skills and effective time management to succeed in a semi-autonomous environment

Analytical skills to understand complex coverage details and underwriting guidelines

Ability to obtain insurance license upon hire

Education: 4-year College Degree