On-Site Insurance Broker — Build Lasting Client Relationships

Grimaldi Insurance; Buffalo (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Grimaldi Insurance in Buffalo, NY, seeks an on-site Insurance Broker to advise clients on personal and commercial coverage, assess risks, and tailor policy options. You will quote, compare carriers, and handle applications and renewals while maintaining accurate records.

The role includes building a local client portfolio through referrals and excellent service. Ideal candidates bring experience in insurance brokerage, strong client relations, and a passion for helping clients secure appropriate

Qualifications

• State-required insurance broker license or eligibility to obtain.
• Strong analytical, organizational, and documentation skills.
• Excellent customer service with clear communication and issue resolution.
• Ability to work on-site in Buffalo and manage multiple client accounts.
• Experience in insurance sales or brokerage is beneficial.
• Knowledge of personal and commercial insurance products.

Responsibilities

• Advise clients on personal and commercial insurance products.
• Assess coverage needs and prepare quotes.
• Compare policy options and process applications and renewals.
• Maintain knowledge of products and coordinate with carriers.
• Document client interactions accurately in internal systems.
• Build and maintain a client portfolio through referrals and networking.

Skills

Insurance brokerage

Customer service

Finance & retirement planning

License eligibility

Organization & documentation

Sales/relationship building

Education

Insurance producer license (preferred)

Job description

Grimaldi Insurance in Buffalo, NY, seeks an on-site Insurance Broker to advise clients on personal and commercial coverage, assess risks, and tailor policy options. You will quote, compare carriers, and handle applications and renewals while maintaining accurate records.

The role includes building a local client portfolio through referrals and excellent service. Ideal candidates bring experience in insurance brokerage, strong client relations, and a passion for helping clients secure appropriate