Benefits

• Competitive salary: $48K
• Comprehensive benefits package
• Professional development opportunities and training.
• Supportive and inclusive work environment.

Qualifications

• P&C License
• Bachelor’s degree in business, Finance, Risk Management, or related field (preferred).
• Relevant industry certifications (e.g., Chartered Property Casualty Underwriter - CPCU, Certified Insurance Counselor - CIC) are a plus.
• Proven track record of successful business development and sales in the insurance industry.
• Proficiency in insurance software and Microsoft Office suite.

Responsibilities

• Identify and target potential clients within the commercial and personal sector.
• Network and establish relationships with business owners, executives, and decision-makers to generate leads and referrals.
• Attend industry events, conferences, and seminars to stay updated on market trends and build connections.
• Conduct thorough assessments of clients' businesses to understand their unique insurance requirements.
• Analyze risks associated with clients' operations, assets, and liabilities.
• Collaborate with underwriters and risk management teams to develop comprehensive insurance proposals.
• Design and present tailored insurance solutions that address clients' specific needs and risk exposures.
• Explain complex insurance concepts in a clear and understandable manner to clients.
• Provide expert advice on coverage options, policy limits, and deductibles.
• Request quotes from insurance carriers based on clients' needs and risk profiles.
• Negotiate terms, conditions, and pricing to secure the most advantageous coverage for clients.
• Compare and analyze multiple insurance options to make informed recommendations.
• Prepare accurate and complete insurance applications, proposals, and contracts.
• Ensure that all client documentation meets regulatory and compliance standards.
• Maintain proper records of client interactions, policies, and endorsements.
• Build and maintain long-term relationships with clients, fostering trust and loyalty.
• Provide ongoing support, address client inquiries, and manage policy changes.
• Conduct regular policy reviews to ensure coverage remains aligned with clients' evolving needs.
• Stay updated on industry trends, emerging risks, and changes in regulations that could impact clients' insurance needs.
• Monitor competitors' offerings and pricing strategies to maintain competitiveness.

#LI-RC1

Benefits

• Competitive salary: $60-70K
• Comprehensive benefits package
• Professional development opportunities and training.
• Supportive and inclusive work environment.

Qualifications

• Active P&C License
• Proven experience in commercial insurance, account management, or related roles.
• Strong understanding of various commercial insurance products, policies, and coverage options.
• Analytical mindset with the ability to assess complex business risks.
• Proficient in insurance software, customer relationship management (CRM) tools, and Microsoft Office Suite.

Responsibilities

• Build and maintain strong relationships with commercial clients, understanding their business operations, goals, and risk management needs.
• Regularly communicate with clients to assess their evolving insurance requirements and provide personalized guidance.
• Collaborate with clients to analyze their business risks and exposures, considering factors such as industry regulations, market trends, and specific business activities.
• Conduct thorough risk assessments to identify potential coverage gaps and recommend appropriate insurance products.
• Design comprehensive insurance solutions that align with clients' risk profiles and coverage needs.
• Collaborate with underwriters to negotiate terms, conditions, and pricing to create tailored insurance policies.
• Manage the entire insurance policy lifecycle, from initial policy issuance to endorsements, renewals, and cancellations.
• Ensure accurate and timely processing of policy documents, endorsements, and related paperwork.
• Assist clients in navigating the claims process, acting as a liaison between clients and insurance carriers.
• Provide guidance and support to clients to ensure smooth claims resolution.
• Stay informed about industry trends, regulatory changes, and emerging risks that may impact clients' insurance needs.
• Continuously update knowledge of insurance products and carriers to offer the best solutions to clients.
• Identify opportunities to cross-sell additional insurance products or coverage enhancements to meet clients' evolving needs.
• Collaborate with sales teams to expand the agency's footprint within existing client accounts.
• Maintain accurate and up-to-date client records, policy documentation, and correspondence in accordance with agency standards and regulatory requirements.
• Meet or exceed established performance metrics, including revenue targets, client retention rates, and customer satisfaction scores.

#LI-CW4

#LI-Hybrid

Benefits

• Competitive salary: $60-70K
• Comprehensive benefits package
• Professional development opportunities and training.
• Supportive and inclusive work environment.

Qualifications

• Active P&C License
• Proven experience in commercial insurance, account management, or related roles.
• Strong understanding of various commercial insurance products, policies, and coverage options.
• Analytical mindset with the ability to assess complex business risks.
• Proficient in insurance software, customer relationship management (CRM) tools, and Microsoft Office Suite.

Responsibilities

• Build and maintain strong relationships with commercial clients, understanding their business operations, goals, and risk management needs.
• Regularly communicate with clients to assess their evolving insurance requirements and provide personalized guidance.
• Collaborate with clients to analyze their business risks and exposures, considering factors such as industry regulations, market trends, and specific business activities.
• Conduct thorough risk assessments to identify potential coverage gaps and recommend appropriate insurance products.
• Design comprehensive insurance solutions that align with clients' risk profiles and coverage needs.
• Collaborate with underwriters to negotiate terms, conditions, and pricing to create tailored insurance policies.
• Manage the entire insurance policy lifecycle, from initial policy issuance to endorsements, renewals, and cancellations.
• Ensure accurate and timely processing of policy documents, endorsements, and related paperwork.
• Assist clients in navigating the claims process, acting as a liaison between clients and insurance carriers.
• Provide guidance and support to clients to ensure smooth claims resolution.
• Stay informed about industry trends, regulatory changes, and emerging risks that may impact clients' insurance needs.
• Continuously update knowledge of insurance products and carriers to offer the best solutions to clients.
• Identify opportunities to cross-sell additional insurance products or coverage enhancements to meet clients' evolving needs.
• Collaborate with sales teams to expand the agency's footprint within existing client accounts.
• Maintain accurate and up-to-date client records, policy documentation, and correspondence in accordance with agency standards and regulatory requirements.
• Meet or exceed established performance metrics, including revenue targets, client retention rates, and customer satisfaction scores.

#LI-CW4

#LI-Hybrid

Benefits

• Competitive salary: $75-85K
• Comprehensive benefits package
• Professional development opportunities and training.
• Supportive and inclusive work environment.

Qualifications

• Active P&C license
• Strong understanding of commercial insurance products, coverages, and underwriting processes.
• Proficient in using insurance management software and Microsoft Office Suite.
• Prior experience in middle market commercial lines account management or related roles is preferred.

Responsibilities

• Build strong, lasting relationships with clients by understanding their business needs and providing personalized insurance solutions.
• Regularly communicate with clients to assess their evolving insurance requirements and address any concerns.
• Evaluate client insurance portfolios to identify coverage gaps, recommend enhancements, and tailor policies to fit clients' specific risks.
• Collaborate with insurance underwriters to negotiate terms, pricing, and coverage options that align with clients' needs.
• Prepare and present comprehensive insurance proposals and reports to clients, outlining coverage details and benefits.
• Coordinate the renewal process by gathering necessary information, updating applications, and ensuring timely submission to underwriters.
• Review policy documents and endorsements to verify accuracy and completeness.
• Proactively manage policy changes, endorsements, and other administrative tasks as needed.
• Analyze clients' businesses and industries to identify potential risks and exposures.
• Provide risk management recommendations to clients to help mitigate potential losses and enhance their overall risk profile.
• Act as a liaison between clients and insurance carriers during the claims process, ensuring claims are reported accurately and efficiently.
• Monitor the progress of claims and provide updates to clients, helping to expedite claim resolution.
• Work closely with internal teams such as underwriting, claims, and risk management to deliver seamless service to clients.
• Collaborate with colleagues to share market insights, industry trends, and best practices.
• Identify opportunities to upsell or cross-sell additional insurance products to existing clients, contributing to account growth.
• Ensure compliance with industry regulations and company policies.
• Maintain accurate and up-to-date client records, documentation, and communication logs.

#LI-AS2

#LI-Remote