Commercial Lines Insurance Advisor

B+H Insurance, LLC
Job Description
An Advisor is a licensed insurance professional whose primary duty is to acquire clients for the Agency. Advisors work closely with Account Managers (AM) to address client needs in a timely fashion. An Advisor is always seeking new business opportunities, while retaining current business and rounding accounts for current clients. An Advisor is organized and keeps an accurate log of tasks using the Agency system, Epic. A big-picture understanding of insurance and BHI clients is required to ensure best value and elite service is provided.
Discretionary responsibilities will be assessed by management and include, but are not limited to:
  • Strives to reach the agency's business goals by prequalifying own new business and adhering to company guidelines for quality business
  • Aims to achieve Validation Status within three (3) years
  • Seeks referrals from client base and follows through on new accounts
  • Works with AMs to meet client needs by providing coverage-related items, proposals, etc. in a timely manner
  • Works with AMs to accurately prepare proposals and applications, submits them to insureds, obtains clients' signatures when required, follows up to ensure timely responses
  • Accurately prepares new business proposals
No insurance experience is required, but candidates must achieve an insurance license within the first year of employment.
Contact Information
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