Commercial Insurance Advisor — Client Growth

Jewelers Mutual Insurance Group; Dallas, Northern (TX, KY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Performance bonuses

Generous paid time off

401(k) matching

Volunteer time

Job summary

Jewelers Mutual Insurance Group in Dallas, TX seeks a Commercial Lines Insurance Advisor to manage a portfolio of mid-to-large revenue clients and generate new business opportunities. The role emphasizes client relationship management, risk analysis, program design, and collaboration with underwriters, with a focus on cross-selling, renewal management, and compliance.

Ideal candidates will have a strong insurance background, excellent communication skills, and a proactive approach to growth and

Qualifications

• Proven experience in commercial lines insurance sales and client management.
• Active Property & Casualty license.
• Strong understanding of insurance products, policies, and coverage options.
• Excellent communication, negotiation, and presentation skills.
• Results-oriented mindset with focus on exceeding sales targets and revenue goals.

Responsibilities

• Client Relationship Management: Take ownership of client relationships, serving as the primary point of contact for all insurance-related inquiries and needs.
• Retain clients by building strong relationships and becoming a strategic business partner.
• Develop and maintain deep relationships with key clients, understanding their unique requirements and providing tailored insurance solutions.
• Explore clients’ other business operations to become their holistic insurance agent of choice.
• Maximize opportunities to educate clients about loss prevention and security strategies, product features, and carrier underwriting recommendations.

Skills

Commercial lines insurance

Client relationship management

Sales and revenue growth

Education

Bachelor’s degree in business, finance, or related field

Tools

CRM software

Job description

Jewelers Mutual Insurance Group in Dallas, TX seeks a Commercial Lines Insurance Advisor to manage a portfolio of mid-to-large revenue clients and generate new business opportunities. The role emphasizes client relationship management, risk analysis, program design, and collaboration with underwriters, with a focus on cross-selling, renewal management, and compliance.

Ideal candidates will have a strong insurance background, excellent communication skills, and a proactive approach to growth and