Elite Risk Advisor for Commercial Clients

Conrey Insurance Brokers & Risk Managers; Orange (CA); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Base salary 100K-135K+

Commission + Bonus

Paid Time Off

Life Insurance

401K Retirement plan with employer

Ongoing Professional Development

Other Performance Based Rewards

Full-time, W2 role

Job summary

Conrey Insurance Brokers & Risk Managers is seeking an experienced advisor to manage a portfolio of commercial client accounts, review policies for gaps, and advise on risk exposure. You will communicate clearly with clients, support producers, and collaborate with the team to deliver optimal coverage decisions.

The role emphasizes deep risk understanding, decision-making, and in-office teamwork, with opportunities for professional development and growth within a full-time W2 environment.

Qualifications

• Solid foundation in commercial lines insurance and account management.
• Holds, or in process, a CPCU, CIC, ARM or other.
• Business degree in finance, accounting, economics, or statistics.
• Around 10 years of work experience in commercial lines account management.
• Ability to evaluate coverage and explain insurance concepts clearly.
• Strong written and verbal communication.
• In-office, team-based environment.
• Interest in growing beyond a traditional account management role

Responsibilities

• Managing a portfolio of commercial client accounts
• Reviewing policies and identifying where coverage may be incomplete or misaligned
• Advising clients on risk exposure and recommending appropriate coverage
• Communicating clearly with clients in both written and verbal form
• Supporting producers while building the ability to operate independently with clients
• Working through real client scenarios and determining the right course of action
• Collaborating with other account managers to develop better solutions
• Participating in ongoing training and development as part of the team
• This role is about understanding risk, making decisions, and communicating those decisions clearly

Skills

Commercial lines

Account management

Risk analysis

Client communication

Education

Business degree (finance, accounting, economics, statistics)

Job description

Conrey Insurance Brokers & Risk Managers is seeking an experienced advisor to manage a portfolio of commercial client accounts, review policies for gaps, and advise on risk exposure. You will communicate clearly with clients, support producers, and collaborate with the team to deliver optimal coverage decisions.

The role emphasizes deep risk understanding, decision-making, and in-office teamwork, with opportunities for professional development and growth within a full-time W2 environment.