Elite Commercial Lines Risk Advisor

Conrey Insurance Brokers & Risk Managers; Orange (CA); On-site; USD 90,000 - 155,000; Full time

Benefits offered by this job

Commission + Bonus

Paid Time Off

Life Insurance

401K with employer match

Ongoing Professional Development

Full-time, W2 role

Job summary

Conrey Insurance Brokers & Risk Managers in California seeks an elite advisor to manage commercial client accounts from end to end. You will assess risk, advise on coverage, and help clients understand exposures while collaborating with a tight-knit in-office team.

This role emphasizes decision-making, clear communication, and ongoing development as you tackle real client scenarios and deliver optimal risk solutions.

Qualifications

• Strong foundation in commercial lines insurance and account management.
• Requires CPCU/CIC/ARM or in-progress pursuit of such credentials.
• Business degree preferred (finance, accounting, economics, statistics).
• Ability to evaluate coverage and explain insurance concepts clearly.
• Excellent written and verbal communication skills.

Responsibilities

• Managing a portfolio of commercial client accounts end-to-end.
• Reviewing policies to identify coverage gaps.
• Advising clients on risk exposure and suitable coverages.
• Communicating clearly with clients in writing and speaking.
• Supporting producers and developing independence with clients.
• collaborating with account managers to develop better solutions.
• Participating in ongoing training and development.

Skills

Client management

Risk assessment

Communication (written/verbal)

Team collaboration

In-office adaptability

Education

Business degree (finance/economics/etc.)

Tools

CRM systems

Job description

Conrey Insurance Brokers & Risk Managers in California seeks an elite advisor to manage commercial client accounts from end to end. You will assess risk, advise on coverage, and help clients understand exposures while collaborating with a tight-knit in-office team.

This role emphasizes decision-making, clear communication, and ongoing development as you tackle real client scenarios and deliver optimal risk solutions.