Business Insurance Strategic Advisor

Schwartz Insurance Group; Louisville (KY); Hybrid; USD 65,000 - 250,000; Full time

Benefits offered by this job

Uncapped commission structure

Long-term residual income

Comprehensive onboarding and training

Sales coaching and mentorship

Established agency brand and local/reg

Access to multiple top-rated carriers

Dedicated service and support teams

CRM, technology, and sales tools

401(k)

Profit sharing

Paid time off

Job summary

Schwartz Insurance Group is seeking a Business Insurance Strategic Advisor in Louisville for a full-time hybrid position. You will analyze client portfolios, identify coverage gaps, and present recommendations to executives while coordinating renewals and service delivery with internal teams.

The role emphasizes building long-term client relationships, leveraging market trends, and contributing to strategic growth.

Qualifications

• Strong analytical skills to evaluate risks and tailor coverage decisions.
• Consulting experience and client-facing skills to guide organizations through options.
• Executive management and leadership abilities to influence stakeholders and drive strategic initiatives.
• Project management capabilities to coordinate renewals and implementations efficiently.
• Strategic planning skills to design long-term insurance and risk strategies.
• Experience in commercial/business insurance, risk management, or financial services.
• Excellent written and verbal communication, including executive presentations.
• Ability to build and maintain professional relationships and work in a team environment.

Responsibilities

• Advise business clients on insurance strategies and risk management aligned with goals.
• Analyze client portfolios and identify coverage gaps.
• Prepare proposals and present recommendations to decision-makers.
• Coordinate policy renewals and work with internal teams on projects.
• Nurture relationships and ensure a smooth client onboarding and service experience.

Skills

Analytical skills

Consulting experience

Executive leadership

Project management

Strategic planning

Commercial insurance experience

Communication

Relationship building

Hybrid work

Education

Insurance license

Tools

CRM software

Business analytics tools

Job description

Company Description

Schwartz Insurance Group is a second-generation, independent insurance brokerage that has been serving individuals, businesses, and professionals since 1956. The organization focuses on building trusted relationships and delivering tailored solutions that help clients save money, understand their options, and protect what matters most. As a partner in UBA, an alliance of leading independent benefit advisory firms, Schwartz Insurance Group supports employers in attracting and retaining talent effectively. The firm is recognized nationally as a Medical Protective Platinum Producer, offering strong med/mal protection for independent practices and healthcare entities, while also providing significant personal insurance volume for competitive pricing and simple, reliable support.

Role Description

The Business Insurance Strategic Advisor is a full-time, hybrid role based in the Louisville, with flexibility for some work from home. This role is responsible for advising business clients on insurance strategies, coverage options, and risk management solutions aligned with their operational and financial goals. Day-to-day activities include analyzing client portfolios, identifying coverage gaps, preparing proposals, and presenting recommendations to decision-makers. The Advisor collaborates with internal teams to manage projects, coordinate policy renewals, and ensure a smooth client experience from onboarding through ongoing service. The role also involves maintaining strong client relationships, staying current on market trends and carrier offerings, and contributing to strategic planning initiatives that support business growth.

Unlike many sales careers where you start at zero each month, insurance gives you the opportunity to build something that grows with you. As you bring new clients to the agency, those relationships have the potential to renew year after year, allowing you to build a book of business that can generate ongoing commission in addition to new sales. Over time, the work you put in today can continue contributing to your income in future years, creating a career where your earning potential grows alongside the client base you build.

Qualifications

• Strong Analytical Skills to evaluate risks, interpret data, and develop informed insurance recommendations.
• Consulting experience and client-facing skills to guide organizations through coverage options and strategic decisions.
• Executive Management and leadership abilities to influence key stakeholders and support high-level business initiatives.
• Project Management capabilities to coordinate complex accounts, renewals, and implementation activities efficiently.
• Strategic Planning skills to design long-term insurance and risk management strategies that align with client objectives.
• Relevant experience in commercial or business insurance, risk management, or financial services.
• Excellent written and verbal communication skills, including the ability to present to executives and business owners.
• Demonstrated ability to build and maintain professional relationships and work collaboratively in a team environment.
• Comfort with hybrid work arrangements and proficiency with common business and CRM software tools.

Average Performer Earnings

Year 1: $65,000 - $85,000

Year 2: $100,000 - $150,000

Year 3+: $150,000+

Top Performer Earnings

Year 1: $85,000 - $105,000

Year 2: $150,000 - $250,000

Year 3+: $250,000+

What We Provide

• Uncapped commission structure
• Long-term residual income opportunity
• Comprehensive onboarding and training
• Sales coaching and mentorship
• Established agency brand and reputation
• Access to multiple top-rated insurance carriers
• Dedicated service and support teams
• CRM, technology, and sales tools
• 401(k)
• Profit sharing
• Paid time off

An insurance license is required to sell and earn commission in this role, but you do not need to be licensed before you apply. We will provide and pay for the required pre-licensing training and support you through the licensing process. We are looking for strong sales talent first and can teach the insurance side to the right person who is motivated to learn, build relationships, and grow a long-term career in the industry.

Why This Opportunity Is Different

Most sales jobs require you to start over every year.

This role allows you to build an asset.

As your book of business grows, renewal income compounds and creates increasing earning potential over time. The relationships you build today can continue generating income for years to come.

You'll have the support of an established agency while creating a career with significant long-term upside.

If you're ambitious, relationship-focused, and excited about becoming a trusted advisor to business owners throughout Kentucky, we'd love to talk.