Client Advisor, Commercial Lines
Salt Lake City, UT
Full Time
Commercial Lines
Entry Level
Position Title: Commercial Lines Client Advisor
Reports To: Division President
Location: Salt Lake City, Ogden, or Pleasant Grove, UT
Compensation: Starting at $60,000/year with benefits
What We Offer:
Comprehensive Health Coverage: Medical, Dental, and Vision insurance plans to keep you and your family covered.
Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives
Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years.
Paid Parental Leave: Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness.
Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
Work Life Integration: We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!
Position Summary
This is a sales-oriented position requiring advanced communication skills, a thorough knowledge of insurance products available through our agency. Capable of pursuing and closing sales of new and existing commercial lines accounts and retaining the assigned book of business.
Essential Duties and Responsibilities:
- Achieve objectives established in the annual Client Advisor sales plan.
- Prospect for new business from existing clients and identified target groups.
- Contact prospects for the purpose of providing a quote and making sales appointments.
- Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records.
- Collect detailed risk and underwriting information including survey data and loss history.
- Develop and deliver formal proposals of insurance including details of coverage's, limits, deductibles and other pertinent information.
- Work with Account management service person and/or team to market and complete company submissions and selection of potential markets.
- Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business.
- Introduce Account Manager to clients and request that service calls be directed to them and forward all service related calls to assigned Account Manager.
- Stay informed of all claims or service issues and become involved in resolution when required.
- Participate in renewals, when appropriate, by reviewing expiration listing with Account Manager to determine appropriate action and collection of information to prepare renewal submissions.
- Maintain production reports and attend all sales meetings as required.
- Promote agency and insurance industry in the community.
- Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
- Perform other specific duties and projects as assigned by agency management.
Qualifications:
Education and Experience:
- College degree from a four-year university, or equivalent combination of education and experience
- Experience in insurance is preferred
- Experience in commercial (property and casualty) insurance with larger and more complex middle market clients and risks is preferred
Licenses or Certifications:
- Active Utah Property and Casualty license required; Utah Life & Health license desired
- CIC, CPCU designation preferred
Required Job Knowledge and Skills:
- Proven ability to pursue and close sales.
- Ability to establish and develop strong relationships with clients, carriers, trusted business partners, and coworkers
- Business development and financial evaluation skills
- Good organizational and time management skills
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