Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Commercial Insurance Advisor

Bell Bank

Commercial Insurance Advisor/Manager

This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you're interested in being considered when a position becomes available, we encourage you to apply and stay in touch!

Job Summary

The Commercial Insurance Advisor/Manager strategically plans for the sales and underwriting profitability of the agency's commercial lines business. The Insurance Advisor is responsible for the profitable growth of the Agency and contributing to the Agency sales goals. Individually, the Advisor is responsible for prospecting, soliciting, quoting and selling new Property/Casualty and/or Benefits accounts, while meeting their own individual sales goal. The Advisor is also responsible for proactive relationship management of their accounts, working in conjunction with Agency Account Managers.

Primary Duties

Manager

  • Develop, work with, and evaluate insurance carriers to address issues with underwriting, service, claims and technology.
  • Actively participate to improve our relationships at management levels via agent advisory groups.
  • Strategic planning for cross selling and upselling projects implemented in all offices.
  • Monitor and advise CL advisors on sales progress.
  • Maintain good handle on EPIC and CL workflows to set management direction for sales and service.
  • Review CL staffing needs and plan accordingly.
  • Work with HR on hiring and termination processes.
  • Direct involvement in training for CL staff on coverage, agency sales and service philosophy.
  • Conduct regular staff meetings with including areas such as education, service, claims, workflows, E&O, etc.

Advisor – New Sales

  • Identify and develop a base of prospective clients by using referrals, occupational, and special interest groups.
  • Respond to referrals quickly and effectively.
  • Prequalify prospects for insurability and quality of risk.
  • Gather complete risk and underwriting information to complete applications and submission documentation, while analyzing risk exposures and determining changes and/or additional coverages to address those needs.
  • Determine appropriate insurance markets and make submissions to potential markets.
  • Design insurance programs and recommend coverages to clients.
  • Create insurance proposals and make sales presentations.
  • Be familiar with and following binding rules for all insurance carriers.
  • Educate clients on agency payment expectations and late charges. Collect down payments from insureds for purchases of new coverage and obtain signatures on all applications for insurance.
  • Introduce Account Manager to clients as part of their service team.
  • Enter documentation, as required for producers, in EPIC for all new sales processes.
  • Ask for referrals from insureds to help generate new business.
  • Accepts and handles prospects assigned by management.

Advisor - Existing Client Relationships (renewals and retention)

  • Develop and retain a book of business that is profitable for both the agency and the carriers. Identify clients that no longer meet agency standards and develop an exit strategy for them.
  • Work with Account Manager to obtain updated exposure information from the insured to develop a renewal strategy.
  • Review existing policy coverages no less than annually with insureds. Explain coverages, exclusions and options to reduce risk and manage premiums. Work with clients to ensure coverage and limits are adequate for their risk.
  • Remarket coverages when necessary.
  • Propose coverages to round out the account.
  • Work with Account Manager to provide timely information to carriers and clients according to agency standards and procedures.
  • Document activities, conversations and data in EPIC according to Agency procedures.
  • Review complex or unique policy change requests or service activities with Account Manager.
  • Recommend and assist insured in carrying out loss control programs and procedures recommended by producer or company loss control staff.
  • Collect current premiums, past due balances and late charges on agency billed items.
  • Provide assistance as needed for complex or troublesome claim situations.
  • Retain an agreed upon percentage of accounts each year.
  • Continue to develop relationships with insureds.
  • Develop positive and professional relationships with carriers/ underwriters/representatives.
  • Accept and carry out any duties/accounts assigned by Agency Management.

Bell Insurance Standards

  • Know by name and face as many customers and employees as possible, calling them by name as often as possible.
  • Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
  • Know, understand, and live the company values and bottom line.
  • Conduct activities consistent with established Bell Bank policies, procedures and systems, and all applicable state and federal laws and regulations.
  • All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
  • Prompt and reliable attendance.
  • Perform other duties as assigned.

Job Skills Required:

  • Insurance License.
  • Previous sales experience, particularly insurance, is preferred.
  • Commitment to continuous learning/education in insurance and the industries for which you are managing risk.
  • Ability to communicate verbally and in writing with others, explain complex issues, to receive and interpret complex information and to respond appropriately.
  • Proficiency in technology to use EPIC system as required.
  • Good presentation skills.
  • Good interpersonal skills with a deep and knowledgeable professional network.
  • Focus on ethics, integrity and honesty.
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Commercial Insurance Advisor in Fargo, ND vacancy
  •  ...Job Description A strong financial organization is currently seeking a qualified crop insurance advisor to grow with an expanding team! This crop insurance advisor position is responsible for maintaining and servicing assigned accounts to make sound underwriting decisions... 
    Suggested
    Local area
    Flexible hours

    gpac

    Fargo, ND
    2 days ago
  • $64k

     ...your shift. Here are the minimum qualifications of this job: Be 21 years of age or older Have a valid driver's license with proof of insurance and ability to obtain other licensures as required by state law Be able to frequently lift 40 lbs. with or without a reasonable... 
    Suggested
    Local area
    Relocation package
    Shift work
    Weekend work

    Frito-Lay North America

    Fargo, ND
    3 days ago
  • $50k - $100k

    Entry Level Sales Representative: Job Summary: Are you financially happy in your current role? Does your current position have opportunities for growth and a rewarding career? If you need to make more money and have a pathway to career advancement, then Leaf Home...
    Suggested
    Full time
    H1b
    Work at office
    Local area
    Weekend work
    Afternoon shift

    LeafHome

    Fargo, ND
    5 hours ago
  • $22 - $26 per hour

    WE ARE CURRENTLY HIRING FOR THE WEST FARGO COSTCO LOCATION! Seeking positive, energetic, and sales-focused professionals who can be passionate brand ambassadors! This is a fantastic opportunity selling nutritional supplements made by Qunol & Zena (Liquid Collagen and...
    Suggested
    Daily paid
    Full time
    Part time
    Currently hiring
    Shift work

    Direct Demo

    West Fargo, ND
    1 day ago
  • $600 per month

     ...options, discuss the details of the coverage, and help them apply for coverage. Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting What We Do: We serve people: Every week, we sit with our... 
    Suggested
    Full time
    Work from home
    2 days per week

    Spieldenner Financial Group

    Fargo, ND
    1 day ago
  •  ..., then uncapped earnings after that * Bonuses, sales contests, and cash rewards for top performers * Health, dental, and vision insurance for you and your family * 401(k) with company match * Paid time off (PTO) * Clear path into senior sales or management, we promote... 
    Full time
    Immediate start

    5 Star Roofing and Contracting

    West Fargo, ND
    3 days ago
  • $80k

     ...training ~ Paid time off Full Time or Modified Full Time (32 hours a week +): Medical, dental, vision and prescription insurance plans Life Insurance, employer-paid Bereavement paid time off Responsibilities A Professional Sales Consultant is driven... 
    Hourly pay
    Full time
    Part time
    Local area
    Immediate start
    Flexible hours
    Weekend work
    Afternoon shift

    HOM Furniture

    Fargo, ND
    3 days ago
  • JOB DETAILS Company Overview Headquartered in Glen Mills, Pennsylvania, New Carbon Company dba Golden Waffles is the largest supplier of waffle irons and waffle mix to the hospitality and foodservice industry. The Company provides a comprehensive turnkey waffle...

    Smitty's Service Inc

    Fargo, ND
    1 day ago
  • $52k - $67.6k

    Role Overview As the Sales Consultant in the K-12 market you are expected to travel throughout the Arizona territory, in your company provided vehicle, to visit your current and prospective customers. Conducting in-person sales consultation with faculty, curriculum directors...
    Live in
    Work at office
    Local area

    Cengage Group

    Fargo, ND
    4 days ago
  • $60k - $200k

     ...World Insurance Associates (“World”) is a unique financial services organization with a global...  ...U.K. World specializes in personal and commercial insurance, surety and fidelity bonding,...  ...Lines Sales Executive (Client Advisor) Position Overview World’s Client Advisors... 
    Base plus commission
    Immediate start

    World Insurance Associates LLC

    Fargo, ND
    5 hours ago
  •  ...app and collect work assignments. Valid driver's license, clean driving record, reliable transportation, and valid automobile insurance. Reliability to start and finish assignments on time with the detail needed to satisfy the project criteria. Ability to stand... 
    Part time
    Work at office
    Flexible hours
    Shift work

    RetailData

    Fargo, ND
    2 days ago
  •  ...also be able to generate income through our entire suite of services: Employee Benefits Memberships (Exectras Membership), Business Insurance. W-2, commission-only role designed for self-starters who want unlimited earning potential without geographic restrictions. There... 
    Local area

    Simpay

    Fargo, ND
    5 days ago
  • Field Sales Representative At Nielsen, we are passionate about our work to power a better media future for all people by providing powerful insights that drive client decisions and deliver extraordinary results. Our talented, global workforce is dedicated to capturing...
    Work experience placement
    Work from home
    Night shift
    Afternoon shift

    Nielsen

    Fargo, ND
    1 day ago
  • $60k - $90k

    We’re seeking a Territory Sales Representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert that can prospect, present, and close deals efficiently. If you are looking...
    Remote work

    Foster Klima

    Fargo, ND
    2 days ago
  • BDC Representative (New/Used Vehicle Sales Assistant) Are you a people person who enjoys helping customers and building relationships? As aBDC Representative, you'll be the first point of contact for customers beginning their vehicle-buying journey, helping create a positive...
    Temporary work
    Work at office
    Flexible hours
    Weekend work
    Afternoon shift

    Luther Mazda

    Fargo, ND
    5 hours ago
  • $1,200 - $1,500 per week

    Overview Recent CDL‑A graduates – start your trucking career with paid training! We’re looking for motivated, safety‑minded recent grads ready to hit the road. With hands‑on training from a certified mentor and competitive solo pay, you’ll gain the experience you need ...
    Weekly pay

    SkillConnect LLC

    Fargo, ND
    5 hours ago
  • $100k - $150k

     ...Benefits Overview ~ Equity Ownership ~401k with Company match ~ Health, Vision, Dental, Long/Short Term Disability, Life Insurance (US) ~ Enhanced Benefit Options Available (CA) What We Offer: Uncapped commission ($100-150k avg. with Top Performers earning... 
    Full time
    Temporary work
    For contractors
    Remote work

    Groundworks Operations, LLC

    Moorhead, MN
    more than 2 months ago
  • $2,500 per week

     ...an Immediate Pay Raise and Professional Growth! $10k Fast Start Bonus Per Month for 12 months, $120k First Year, requires one new commercial account with at least 250 employees, every two weeks. $2,500 First Week Training Pay for the first five training days. $500 per... 
    Currently hiring
    Immediate start
    Day shift

    GHA Technologies, Inc

    West Fargo, ND
    4 days ago
  • $69k

     ...Job Description Job Description Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    West Fargo, ND
    12 days ago
  • $55k - $75k

    Overview “BUILD” YOUR CAREER WITH TUFF SHED! If you are Competitive, Influential, Organized with Outstanding Interpersonal Skills, we want you to join our team as an Area Sales & Design Specialist. We offer an unlimited commission program. Responsibilities In this role...
    Weekly pay
    Local area
    Work from home
    Flexible hours
    Afternoon shift

    Tuff Shed

    Fargo, ND
    4 days ago
  • $15 - $19 per hour

     ...achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma... 
    Full time
    Traineeship
    Work experience placement
    Local area
    Monday to Friday

    OneMain Financial

    Moorhead, MN
    5 hours ago
  • $16.25 - $26.7 per hour

     ...leave * Paid Parental Leave * Adoption Reimbursement * Disability Benefits (short term and long term) * Life and Accidental Death Insurance * Supplemental benefit programs: critical illness, accident hospital indemnity/group legal * Employee Assistance Programs (EAP) *... 
    Temporary work
    Local area
    Flexible hours

    AT&T

    Fargo, ND
    2 days ago
  • $75k

     ...Job Description Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you’re a recent grad or simply... 
    Remote work
    Flexible hours
    Night shift

    Platinum Supplemental Insurance

    West Fargo, ND
    3 days ago
  •  ...skills* Goals and results driven* Valid driver’s license with an acceptable driving record* Reliable transportation and proof of insurance* Local candidates preferred (no relocation package)Johnson Brothers is an equal opportunity employer.**Worker Sub-Type:**Regular**... 
    Full time
    Local area
    Relocation

    Johnson Brothers Liquor Company

    Fargo, ND
    2 days ago
  • $70k - $80k

    Territory Sales Representative Build a Territory. Build Relationships. Build Your Sales Career. We are hiring a Territory Sales Representative for a field-based outside sales role focused on developing brand-new territories and growing reseller relationships. This...
    Daily paid
    For contractors
    Relocation package
    Night shift

    New Day Executive Search

    Fargo, ND
    3 days ago
  • $85k - $95k

    Hibu Sales Opportunity Are you a college student preparing to graduate and looking to kick-start a rewarding career in sales? Or have you recently graduated and are seeking a fresh opportunity to grow and thrive in sales? Whether you've studied business, marketing, ...
    Local area
    Remote work

    Hibu

    Fargo, ND
    2 days ago
  • Outside Sales Representative Scott's Lumber, a division of US LBM, provides a wide range of building materials to construction professionals, combining the advantages of our national scale with the excellent service levels, expertise, entrepreneurial culture and customer...
    For contractors
    Local area

    US LBM

    Fargo, ND
    1 day ago
  • Pharmaceutical Sales Representative If you are looking to work or break into a pharmaceutical sales representative and promote innovative as well as clinically proven pharmaceutical products then we want to talk to you. We are dedicated to improving the lives of patients...
    Temporary work
    Work at office
    Immediate start

    Prism Biotech, Inc

    Fargo, ND
    1 day ago
  • Job Description Job Description Crafting Brighter Futures for Families Positioned at the forefront of specialized financial services, our company helps families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. ...
    Full time
    Remote work
    Work from home
    Flexible hours

    Enhance Companies

    West Fargo, ND
    24 days ago
  • $80k - $200k

    Sales Career Opportunity With NFIB Do you have a passion for making a difference for small business in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe you have been thinking about switching ...
    Full time
    Flexible hours

    NFIB

    Fargo, ND
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Commercial Insurance Advisor. Be the first to apply!