The Community Business Advisor is responsible for growing new personal and commercial insurance business and strengthening relationships with existing clients through consultative, solution-based sales.
Responsibilities
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Prospect and develop new personal and commercial insurance opportunities
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Conduct client meetings to assess risks and coverage needs
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Review current policies and gather underwriting information
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Develop and present insurance proposals and renewal strategies
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Collaborate with internal service teams on submissions and ongoing support
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Maintain client relationships while transitioning service needs appropriately
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Track production activity and stay current on industry trends
Qualifications
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Insurance sales or advisory experience preferred
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Strong relationship-building and communication skills
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Active insurance license or ability to obtain