Strategic Commercial Insurance Advisor

Jewelers Mutual Group

Dallas (TX)

On-site

USD 85,000 - 120,000

Full time

14 days+
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Benefits offered by this job

Performance bonuses
Generous paid time off
401(k) retirement matching
Volunteer time

Job summary

Jewelers Mutual Group is seeking a Commercial Lines Insurance Advisor to manage a portfolio of mid-to-large revenue clients while driving new business. You will build strategic client relationships, design comprehensive coverage programs, and collaborate with underwriters to tailor solutions.

A Property & Casualty license and strong sales mindset are essential. The role emphasizes proactive client management, cross-selling opportunities, and adherence to regulatory requirements, with a culture

Qualifications

  • Proven experience in commercial lines insurance sales and client management.
  • Active Property & Casualty license.
  • Strong understanding of insurance products, policies, and coverage options.
  • Excellent communication, negotiation, and presentation skills.
  • Results-oriented mindset with a focus on exceeding sales targets and revenue goals.

Responsibilities

  • Manage client relationships as the primary insurance contact, building trust and strategic partnerships.
  • Oversee a portfolio of mid-to-large clients, identifying upsell/cross-sell opportunities.
  • Drive new business through strategic account management and proposals.
  • Analyze client exposures and design comprehensive insurance programs.
  • Build relationships with underwriters for customized client solutions.
  • Maintain accurate client records, renewals, and policy documentation.
  • Identify opportunities to improve processes and client service delivery.
  • Maintain confidentiality and comply with privacy regulations.

Skills

Commercial lines
Client management
Property & Casualty license
Insurance products
Communication skills
Negotiation
Presentation skills
Sales targets

Education

Bachelor's degree in business/finance
CIC/CPCU/CRM designation

Tools

CRM software

Job description

Jewelers Mutual Group is seeking a Commercial Lines Insurance Advisor to manage a portfolio of mid-to-large revenue clients while driving new business. You will build strategic client relationships, design comprehensive coverage programs, and collaborate with underwriters to tailor solutions.

A Property & Casualty license and strong sales mindset are essential. The role emphasizes proactive client management, cross-selling opportunities, and adherence to regulatory requirements, with a culture

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