Small-Business Commercial Insurance Advisor

Comparion Insurance Agency; Newport (RI); On-site; USD 65,000 - 125,000; Full time

Job summary

Comparion Insurance Agency in Newport, RI is seeking a Commercial Insurance Specialist to help small businesses find the right coverage through consultative sales and tailored solutions. You will prospect new opportunities, build client and referral relationships, and coordinate with multiple carriers to deliver coverage and service.

In this fast-paced role, you will quote and place policies, manage a growing book of business, and work toward production targets while providing exceptional

Qualifications

• Familiarity with small commercial products (BOP, GL, property, commercial auto, workers’ comp, cyber, umbrella, surety).
• Experience networking and driving top-of-funnel leads from various sources.
• Experience using agency management systems and comparative raters.
• Strong verbal and written communication, negotiation, and relationship-building skills.
• Property & Casualty license (or progress toward them).

Responsibilities

• Source and develop new small commercial accounts (revenues under $10M) through prospecting, referrals, networking and inbound leads.
• Counsel prospects and policyholders on protection and coverage needs; recommend appropriate solutions.
• Prepare and present quotes by obtaining/comparing quotes from multiple carriers.
• Meet goals for volume of new business and cross-sell opportunities within guidelines.
• Collaborate with internal partners to deliver a best-in-class customer experience.
• Build relationships with referring agents to generate COI/lead streams.
• Provide timely service for endorsements, cancellations, audits and claims liaison.
• Stay current on carrier appetite, products, underwriting guidelines, and trends.

Skills

Small commercial products knowledge

Networking & prospecting

Agency management systems

Verbal & written communication

P&C license in progress

Education

Bachelor's degree or equivalent

Tools

Agency management systems

Comparative raters

Job description

Comparion Insurance Agency in Newport, RI is seeking a Commercial Insurance Specialist to help small businesses find the right coverage through consultative sales and tailored solutions. You will prospect new opportunities, build client and referral relationships, and coordinate with multiple carriers to deliver coverage and service.

In this fast-paced role, you will quote and place policies, manage a growing book of business, and work toward production targets while providing exceptional