Commercial Lines Insurance Sales CSR

4 days ago Be among the first 25 applicants

Are you a high motivated person who is goal oriented, friendly and good a multi-tasking in a dynamic work environment? Do you have experience working with business owners? We have the job for you!

Job hours are Monday through Friday, 8:00 to 4:30 with a 30‑minute lunch break. High school diploma required. College degree preferred. Insurance industry experience preferred.

Primary job function is to provide service to existing clients and quote new business.

• Greeting clients & visitors promptly & in a friendly manner.
• Working with others as a team.
• Maintaining the appearance of your work area & the office in general.
• Complying with the guidelines set forth in the office manual.

• If not already present, obtaining a Property & Casualty insurance license within the first 6 weeks of employment and a Life & Health license within the first 3 months of employment.
• Experience in sales, including both selling directly to customers and selling to businesses.
• Excellent communication, consultative selling, and interpersonal skills.
• Highly motivated, self‑directed and goal‑oriented.
• Familiarity with Microsoft Office processing systems including Word and Excel.

• Focus on Commercial Lines service and sales to include:
  • Assisting with service of existing accounts which includes handling renewals proactively, responding to client inquiries, policy changes, certificates of insurance and service needs.
  • Serving as a trusted advisor with the ability to explain coverage, exclusions and risk‑management recommendations.
  • Build and maintain strong, long‑term relationships with commercial clients across various industries.
  • Sales and Business Development – prospect, identify and develop new commercial client opportunities. This will include preparing and presenting insurance proposals and negotiating with underwriters. Yearly sales goals with quarterly checkpoints will be implemented.
• Servicing & Quoting Personal Auto policies – including meeting with clients.
• Servicing & Quoting Property policies – including meeting with clients.
• Selling Life Insurance products.
• Answering Client Questions.
• Assisting in the office with answering phones and greeting clients.
• Working closely with others in the office and agency leadership to ensure seamless client service.
• Participate in sales meetings, carrier trainings, continuing education and professional development as approved by agency management.

Seniority level:
Entry level

Employment type:

Full‑time

Job function:
Sales and Business Development

Industries:
Insurance

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