Hybrid Client Insurance Advisor - Commercial Lines

Benefit Plans Administrative Services, Inc.; Bethlehem (Northampton County); Hybrid; USD 51,000 - 80,000; Full time

Job summary

Community Financial System, Inc. is seeking a Client Advisor & Business Insurance Specialist to manage a book of commercial lines accounts, deliver coverage analysis and recommendations, and build long‑term relationships with clients.

This role supports a hybrid work schedule combining remote and in‑office collaboration. The position requires 5 years of insurance experience, a Property/Casualty License, CISR designation, and strong communication, organizational, and service skills.

Qualifications

• 5 years Insurance Experience Required.
• Property/Casualty License Required.
• Maintain Agent/Broker License through continuing education.
• Earn or maintain CISR Designation.
• Experience with Applied Epic is a plus.

Responsibilities

• Develop and maintain good working relationships with clients.
• Introduce and promote new products through communication with clients.
• Increase the profitability of existing product lines by encouraging clients to use added-value services wherever possible.
• Consult on the most effective coverage for a particular need.
• Deliver good customer service by responding swiftly to queries and concerns from clients.
• Communicate with colleagues & carrier representatives to stay current on products and market conditions.
• Ensure compliance with procedures and maintain up-to-date knowledge.
• Negotiate with underwriters to amend policies to meet client demand.
• Utilize Agency Management System (Applied Epic) and Microsoft Office efficiently.
• Participate in seminars and training for skill development.

Skills

Communication skills

Interpersonal skills

Self-motivated

Time management

Detail-oriented

Customer service

Relationship management

Independent worker

Team player

Education

High School Diploma

Property/Casualty License

CISR Designation

Tools

Applied Epic

Agency Management System

Microsoft Office

Job description

Community Financial System, Inc. is seeking a Client Advisor & Business Insurance Specialist to manage a book of commercial lines accounts, deliver coverage analysis and recommendations, and build long‑term relationships with clients.

This role supports a hybrid work schedule combining remote and in‑office collaboration. The position requires 5 years of insurance experience, a Property/Casualty License, CISR designation, and strong communication, organizational, and service skills.