Senior Small-Business Insurance Advisor

Comparion Insurance; Wallingford (CT); On-site; USD 90,000 - 140,000; Full time

Job summary

Comparion Insurance is seeking a Senior Commercial Lines Specialist to grow a book of small commercial accounts through consultative sales and carrier-quoted solutions. You will prospect, network, and guide clients and referral partners while coordinating policy placement and renewals across multiple carriers.

The role emphasizes underwriting risk evaluation, quotes, and cross-selling, with a focus on delivering exceptional customer service and building regional relationships with agents.

Qualifications

• Bachelor's degree or equivalent business background with 1-3 years of insurance or sales/service experience.
• Familiarity with common small commercial products: BOP, general liability, property, commercial auto, workers’ compensation, cyber, umbrella and surety/bonds.
• Property & Casualty license (or progress toward them). You will be required to obtain relevant licenses upon being hired.

Responsibilities

• Source and develop new small commercial accounts (typically business accounts with revenues under $10M) through prospecting, referrals, networking, and inbound leads.
• Utilizes coverage knowledge to counsel and advise prospects and existing policyholders on matters of protection and coverage based on a needs and exposure assessment by obtaining data and relative information concerning their business.
• Conducts front-line underwriting risk evaluation in accordance with established rules and guidelines. Prepare and present quotes and proposals by obtaining/comparing quotes from multiple carriers using agency management systems, CRM and carrier panel rating platforms.
• Meets goals for volume of quality new business and cross sell opportunities quoted and written within company guidelines.
• Works collaboratively with internal and agency partners to deliver a best-in-class customer experience.
• Build relationships and trust with referring agents within the region to build COI/lead generation streams.
• Provide timely service for endorsements, cancellations, audits, and claims liaison as needed.
• Stay current on carrier appetite, new products, underwriting guidelines, and industry trends.

Skills

Consultative sales

Client-focused problem solving

Relationship building

Communication skills

Time management

Independent work

Data entry systems

Negotiation

Education

Bachelor's degree or equivalent

Insurance or sales/service experience

Tools

Agency management systems

Comparative raters

Job description

Comparion Insurance is seeking a Senior Commercial Lines Specialist to grow a book of small commercial accounts through consultative sales and carrier-quoted solutions. You will prospect, network, and guide clients and referral partners while coordinating policy placement and renewals across multiple carriers.

The role emphasizes underwriting risk evaluation, quotes, and cross-selling, with a focus on delivering exceptional customer service and building regional relationships with agents.