Client Advisor, Commercial Lines

Job Description

Job Description

Position Title: Commercial Lines Client Advisor                               
Reports To:  Division President                                
Location: St. George, 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 Overview for Recent Graduates
If you're starting your career and want to enter a sales-driven role, this position could be a great fit. It's designed for individuals with strong communication skills who are eager to learn about insurance products. You'll sell insurance to both new and existing business clients while managing and building your client list.

Key Responsibilities:
Set and Meet Sales Goals: Work towards the sales goals set in your yearly plan.
Find New Clients: Look for new business opportunities with current clients and targeted groups.
Make Connections: Reach out to potential clients to offer quotes and arrange sales meetings.
Assess Client Needs: Understand what insurance clients need by reviewing their current policies and risks.
Gather Info: Collect detailed information about clients’ risks and previous insurance claims.
Create Insurance Proposals: Develop and present detailed insurance plans including coverage options, limits, and deductibles.
Team Collaboration: Work with account managers to finalize and submit insurance deals to companies.
Meet with Clients: Present insurance proposals and renewal options to clients, explaining details and seeking their business.
Client Introduction: Introduce clients to account managers who will handle service calls.
Resolve Issues: Stay updated on any claims or service problems and help solve issues when needed.
Assist with Renewals: Help with insurance policy renewals by reviewing upcoming expirations and gathering necessary information.
Report and Meet: Track your progress with production reports and attend required sales meetings.
Advocate for the Agency: Promote the agency and the insurance industry within the community.
Stay Informed: Keep up with industry news and attend training to learn about new insurance products.
Additional Tasks: Complete other tasks and projects as assigned by 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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