Commercial Insurance Advisor – Growth, PTO & Training

The Juris Agency; Roanoke (VA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Hands on Training

Mon‑Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

Banks Insurance in Roanoke, VA is expanding its risk management team and seeking a full-time Commercial Lines Agent to deliver exceptional customer service to current clients and prospects. The role involves policy servicing, understanding carrier guidelines, and advising on risk management solutions tailored to client needs.

Experience in insurance is helpful but not required; training is offered. The position offers a Mon-Fri schedule and opportunities for professional growth within a

Qualifications

• Property & Casualty license preferred but training offered.
• Willingness to learn, be coachable.
• Positive attitude and proactive mindset.
• Proficiency with Excel, Outlook, Google Sheets.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks efficiently.
• Professional phone etiquette.
• Experience with agency management systems is a plus.
• Experience with commercial line P&C insurance is preferred.

Responsibilities

• Process policy servicing needs and endorsements accurately and promptly.
• Assist clients with claims, billing questions, and carrier communications.
• Maintain knowledge of commercial insurance products, coverage options, carrier guidelines, and underwriting requirements.
• Proactively review accounts before renewal to identify coverage needs and gaps.
• Prepare insurance applications, obtain underwriting information, and submit to carriers.
• Develop quotes, compare coverage and pricing options, prepare proposals, and present recommendations.
• Explain policy coverages, limits, deductibles, exclusions, and options clearly.
• Gather prospect and client information for quoting.
• Enter and update client, policy, activity, and documentation records in the agency system.
• Follow up with clients and underwriters to move transactions forward.
• Identify cross-selling opportunities and close new business.
• Maintain documentation of communications and activity.
• Build strong client relationships with responsive service.

Skills

Customer service

Communication

Multitasking

Problem solving

Phone etiquette

Tools

Excel

Outlook

Google Sheets

Agency management system

Job description

Banks Insurance in Roanoke, VA is expanding its risk management team and seeking a full-time Commercial Lines Agent to deliver exceptional customer service to current clients and prospects. The role involves policy servicing, understanding carrier guidelines, and advising on risk management solutions tailored to client needs.

Experience in insurance is helpful but not required; training is offered. The position offers a Mon-Fri schedule and opportunities for professional growth within a