Client Advisor, Commercial Lines

Overview

Position Title: Commercial Lines Client Advisor

Reports To: Division President

Location: Denver, CO Office (Greenwood Village)

Compensation: Start at $75,000 with benefits, Bonus and Commission Available

• Comprehensive Health Coverage: Medical, Dental, and Vision insurance plans to keep you and your family covered.
• Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives
• Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years.
• Paid Parental Leave: Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
• Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness.
• Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
• Work Life Integration: We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
• Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!

This is a sales-oriented position that requires advanced communication skills and thorough knowledge of insurance products available through our agency. Capable of pursuing and closing sales of new and exciting commercial lines accounts and retaining assigned business books.

• Achieveobjectivesestablishedinannual Client Advisorsalesplan .
• Prospectfornewbusinessfromexistingclientsandidentifiedtargetgroups.
• Contactprospectsforthepurposeofprovidingaquoteandmakingsalesappointments.
• Surveyprospectstodetermineinsuranceneeds,inspectingcurrentinsurancepolicies,riskmanagementplans,property,productsandrecords.
• Collectdetailedriskandunderwritinginformationincludingsurveydataandlosshistory.
• Developanddeliverformalproposalsofinsuranceincludingdetailsofcoverage's,limits,deductiblesandotherpertinentinformation.
• Workwith Accountmanagementservicepersonand/orteamtomarketandcompletecompanysubmissionsandselectionofpotentialmarkets.
• Conductclientandprospectappointmentscommunicatingproposalsandrenewals,explainingdetailsandcommunicatingdesiretoconductbusiness.
• Introduce Account Managertoclientsandrequestthatservicecallsbedirectedtothemandforwardallservicerelatedcallstoassigned Account Manager .
• Stayinformedofallclaimsorserviceissuesandbecomeinvolvedinresolutionwhenrequired.
• Participateinrenewals,when appropriate,byreviewingexpirationlistingwith
  
  Account
  
  Managertodetermineappropriateactionandcollectionofinformationtopreparerenewalsubmissions.
• Maintainproductionreportsandattendallsalesmeetingsasrequired.
• Promoteagencyandinsuranceindustryinthecommunity.
• Keepinformedofindustrydevelopmentsthroughreviewoftradepressandbyattendinginsurancecarriertrainingmeetingsonnewproducts,etc.
• Performotherspecificdutiesandprojectsasassignedbyagencymanagement.

• Collegedegreefromafour-year university,orequivalentcombinationofeducationandexperience
• Experienceininsurancepreferred
• Experienceincommercialpropertyandcasualty) insurancewithlargerandmorecomplexmiddlemarketclientsandrisksispreferred

• Active Colorado Property and Casualtylicenserequired ;
  
  Colorado Life&Healthlicensedesired
• CIC,CPCUdesignationpreferred

• Provenabilitytopursueandclosesales.
• Abilitytoestablishanddevelopstrongrelationshipswithclients,carriers,trustedbusinesspartnersandcoworkers
• Businessdevelopmentandfinancialevaluationskills
• Goodorganizationalandtimemanagementskills