Consultative Commercial Insurance Advisor for SMB

Comparion Insurance Agency; Marlborough (MA); Sur place; USD 65 000 - 125 000; Plein temps

Résumé du poste

Comparion Insurance Agency in Marlborough, MA is seeking a Commercial Insurance Specialist to help small businesses find the right coverage through consultative sales and tailored solutions. You’ll prospect opportunities, build client and referral relationships, and work with multiple carriers to deliver quality coverage and service.

In this fast-paced role, you’ll grow a book of business, advise clients on protection needs, and coordinate placements and renewals across BOP, GL, property, auto

Qualifications

• Familiarity with common small commercial products: BOP, GL, property, commercial auto, workers’ comp, cyber, umbrella and surety/bonds.
• Experience with networking, prospecting for new business and driving top of funnel leads from various sources.
• Experience using agency management systems and comparative raters.
• Strong verbal and written communication, negotiation, and relationship-building skills.
• Property & Casualty license (or progress toward them; you will be required to obtain relevant licenses upon being hired).

Responsabilités

• Source and develop new small commercial accounts (typically business accounts with revenues under $10M) through prospecting, referrals, networking, and inbound leads.
• Counsels and advises prospects and policyholders on matters of protection and coverage based on a needs assessment.
• Prepare quotes and proposals by obtaining/comparing quotes from multiple carriers using agency systems.
• Meets goals for volume of quality new business and cross-sell opportunities.
• Works collaboratively with internal and agency partners to deliver a best-in-class customer experience.
• Build relationships with referring agents to generate COI/lead streams.
• Provide timely service for endorsements, cancellations, audits, and claims liaison as needed.
• Stay current on carrier appetite, products, underwriting guidelines, and industry trends.

Connaissances

Consultative sales

Relationship-building

Communication skills

Time management

Independent work

Data entry systems

Networking

Formation

Bachelor's degree or equivalent business background

Property & Casualty license (or progress toward)

Outils

Agency management systems

Comparative raters

Description du poste

Comparion Insurance Agency in Marlborough, MA is seeking a Commercial Insurance Specialist to help small businesses find the right coverage through consultative sales and tailored solutions. You’ll prospect opportunities, build client and referral relationships, and work with multiple carriers to deliver quality coverage and service.

In this fast-paced role, you’ll grow a book of business, advise clients on protection needs, and coordinate placements and renewals across BOP, GL, property, auto