Commercial Insurance Advisor

Overview

• Provide front-line Commercial Insurance sales and customer service for small businesses
• Service ongoing client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals
• Quote and sell new policies/write new business to existing or new clients
• Retain existing book of business through inbound and outbound calls, introductory letters and receive walk-in clients
• Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
• Contact Underwriters and Adjusters to discuss guidelines and policies
• Keep current on underwriting rules and actively participate in training initiatives
• Process Account Receivable activities
• Participate in community marketing initiatives

Qualifications

• Previous P&C Commercia...