Commercial Insurance Agent

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

Job Description

Banks Insurance is a family-owned independent insurance agency proudly serving the Roanoke Valley for over 40 years. Our agency is built on relationships, responsiveness, and trust. We are known for being friendly, accessible, and committed to helping clients protect what matters most.

We primarily represent Erie Insurance while also partnering with carriers such as Progressive Corporation and The Travelers Companies to best serve our clients’ needs.

Our office is expanding and we are looking to hire the right individual to join our outstanding risk management team. We are currently seeking to fulfill a full‑time position.

The Commercial Lines Agent will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and advise clients on risk management solutions tailored to their circumstances.

Insurance industry experience and knowledge is not required but strongly preferred.

CONFIDENTIALITY NOTICE: Banks Insurance respects the confidentiality of every candidate’s job search. Information submitted during the hiring process will be used only to evaluate your candidacy and shared only with those involved in the hiring process. We will not contact your current employer or disclose your application to them without your prior knowledge and authorization..

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Hands on Training
• Mon‑Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

• Process client policy change requests, endorsements, cancellations, and other policy servicing needs accurately and promptly.
• Assist clients with claims reporting, carrier communications, billing questions, and other policy‑related service needs.
• Maintain a working knowledge of existing and new commercial insurance products, coverage options, carrier guidelines, and underwriting requirements.
• Proactively review client accounts prior to renewal to identify coverage needs, policy changes, potential gaps, and opportunities to improve the client’s insurance program.
• Prepare insurance applications, obtain underwriting information, and submit complete and accurate information to carriers.
• Develop insurance quotes, compare coverage and pricing options, prepare proposals, and present recommendations to prospective and existing clients.
• Explain policy coverages, limits, deductibles, exclusions, and available options in clear, practical terms based on the client’s business operations and insurance needs.
• Gather and verify prospect and client information, including business operations, property, vehicles, drivers, payroll, sales, loss history, and other underwriting information required for quoting.
• Enter, maintain, and update client, policy, activity, and documentation records in the agency management system.
• Follow up with clients, prospects, underwriters, and carrier representatives to obtain outstanding information and move service, renewal, and new‑business transactions toward completion.
• Identify appropriate cross‑selling and account‑rounding opportunities when additional coverage may better address a client’s exposures.
• Develop and close new‑business opportunities, including preparing quotes, making sales presentations, obtaining required documentation, and coordinating policy issuance and onboarding.
• Maintain accurate documentation of client communications, coverage decisions, policy changes, and other material account activity.
• Build and maintain strong client relationships by providing responsive, professional, and proactive service throughout the policy term.

Requirements

• A Property & Casualty license is preferred but will train good individual.
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency with basic uses of Microsoft Excel, Outlook, Google Sheets, and other related software
• Be a great self-starter with healthy sense of urgency.
• Strong Communication/Interpersonal skills.
• Must be able to manage multiple tasks effectively throughout the workday.
• Professional phone etiquette.
• Problem‑Solving Capabilities.
• Strong work ethic and leadership skills.
• Ability to tactfully handle stressful and difficult situations.
• Be equipped with great listening and closing skills.
• Experience with Agency Management Systems is a plus.
• Experience with Commercial Line Property and Casualty Insurance or willingness to learn is preferred.