Commercial Insurance Advisor

Job Description

A Commercial Insurance Advisor identifies prospects for business from existing and prospective clients, and evaluates risk unique to each business.  Maintains a consistently strong and active new business pipeline. Develops new relationships with individuals responsible for insurance and risk management decisions at prospective clients. Aggressively identifies and pursues cross-selling opportunities amongst existing clients. Leads will be generated through the development of professional relationships, cold calling, community involvement and internal referrals.

Duties and Responsibilities:

  • Attends team and development meetings
  • Develops base for potential clients utilizing agency resources.
  • Submits coverage specifications and obtains quotes from carriers.
  • Works closely with carriers and vendors as primary source for information on market trends, pricing, and underwriting.
  • Directs preparation of client proposals, reporting, and presentations.
  • Assists with developing employee communications for clients at open enrollment.
  • Assists with client calls or emails to resolve service or claims concerns.
  • Cultivates relationships and has retention goals

Job Requirements

  • Bachelor’s degree preferred with 1 or more years of related experience or high school diploma with 3 or more years of experience with client coordination and/or claims management experience.
  • Working knowledge of Microsoft Office applications especially proficient with Excel
  • Critical thinking, good judgment, communication, and listening skills
  • Ability to multi-task, prioritize, and meet deadlines
  • Must be a team player
  • Ability to work independently
  • Must be willing to execute Ventris confidentiality and non-disclosure agreement.
  • State Property & Casualty license must be obtained.
  • Bilingual Spanish not required but preferred.

Hours are 8:00-5:00 Monday through Friday.  Commission pay with salary base dependent upon experience.  A full benefits package is offered.



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