Commercial Insurance Advisor

Seeking a motivated individual with strong communication abilities and a comprehensive knowledge of our range of insurance products. The ideal candidate will be dedicated to sales, gaining new commercial clients, fostering current connections, and securing the loyalty of our commercial customer base.

Compensation

$60,000 - $100,000 yearly

Responsibilities

• Develop and implement strategies to achieve the goals set in the annual producer sales plan.
• Identify and target new business opportunities within existing clients and specific market segments.
• Reach out to potential clients to provide quotes and schedule sales meetings.
• Assess clients' insurance needs, review current policies, and conduct Risk Management Reviews.
• Gather detailed underwriting information, including survey data and loss history.
• Create and present comprehensive insurance proposals detailing coverages, limits, and deductibles.
• Collaborate with service personnel to submit applications and select appropriate markets.
• Conduct meetings with clients and prospects to discuss proposals, renewals, and address inquiries.
• Introduce clients to service personnel for ongoing support and direct service-related calls accordingly.
• Stay abreast of any claims or service issues and assist in resolving them when necessary.
• Assist in the renewal process by reviewing expirations, collecting necessary information, and preparing renewal submissions.
• Maintain accurate production reports and actively participate in sales meetings.
• Promote the agency and the insurance industry within the local community.
• Keep updated on industry trends by reviewing trade publications and attending carrier training sessions.
• Undertake any additional duties or projects as assigned by agency management.
  
  

Qualifications

• Must have a proven track record in sales, specifically in pursuing and closing sales successfully.
• Required to possess an Ohio Property & Casualty license, or willing to obtain one if not licensed.
• Should have a minimum of three years of sales experience.
• Must hold a valid driver’s license and have a properly insured vehicle for driving to client meetings.
• Ability to work effectively in a fast-paced environment, adapting to unscheduled interruptions.
• Capable of sitting for extended periods.
• Expected to maintain a professional appearance in this public-facing role, requiring appropriate business attire.
• Will need to travel to local client and carrier locations during the workday, with occasional out-of-town travel.
  
  

About Company

• Work-Life Cohesion. Bickle Insurance is committed to a flexible work environment with an open PTO policy and relaxed office requirements
• We offer a variety of additional programs and services to help meet the diverse needs of our employees, including, 401(k), Life and Disability Insurance, and health benefits (for eligible employees)
• Skill development in an ever-changing industry. We are committed to growing the knowledge and power of all team members of Bickle Insurance
• We always work as a team and have active coaches to support and develop your role