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.