Personal Insurance Advisor

Job description

*This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you’re interested in being considered when a position becomes available, we encourage you to apply and stay in touch! Job Summary: The Personal Insurance Advisor is responsible for the profitable growth of the Agency and contributing to the Agency sales goals. Individually, the Advisor is responsible for prospecting, soliciting, quoting and selling new Property/Casualty and/or Benefits accounts, while meeting their own individual sales goal. The Advisor is also responsible for proactive relationship management of their accounts, working in conjunction with Agency Account Managers. Primary Duties: Advisor - New Sales Advisor - Existing Client Relationships (renewals and retention) - Identify and develop a base of prospective clients by using referrals, occupational, and special interest groups. - Respond to referrals quickly and effectively. - Prequalify prospects for insurability and quality of risk. - Gather complete risk and underwriting information to complete applications and submission documentation, while analyzing risk e...