Client Advisor, Business Insurance

Position Description

Position Title: Client Advisor, Business Insurance

Department: Business Insurance

Reports to: Director of Sales

FLSA Status: Exempt

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This position entails selling insurance and coordinating service to new and existing clients



Candidates should have a Bachelor’s degree and a minimum of three years experience in sales; however, appropriate experience may be substituted upon other qualifications. Candidates must hold an active insurance agent’s license.

Essential Responsibilities

• Achieve objectives established in annual Client Advisor sales plan.
• Prospect for new business from existing clients and identified target groups.
• Contact and qualify prospective clients for the purpose of examining current coverage and determining insurance needs.
• Collect detailed risk and underwriting information including survey data and loss history.
• Develop and deliver formal proposals of insurance including details of coverage, limits, deductibles and other pertinent information.
• Collaborate with Business Insurance Account Service Manager to ensure complete company submissions and account service, including claims issues.
• Anticipate future needs for established client to renew and upgrade accounts.
• Maintain production reports and attend all sales meetings as required.
• Develop long-term relationships with clients and underwriters.
• Promote agency and insurance industry in the community.
• Keep informed regarding industry information and marketplace changes to continuously improve knowledge and performance.
• Develop positive working relationships with clients and company personnel.
• Work as a team with other staff members to achieve production and agency goals.
• Perform other specific duties and projects as assigned by agency management.

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Where we are

Find us at one of our 6 office locations located in Vermont and New York.

346 Shelburne Road
Burlington, VT 05401
Telephone: 802.658.3500
Toll Free: 800.900.0121
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618 South Main Street
Stowe, VT 05672
Telephone: 802.253.9707
Toll Free: 800.900.0121
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St. Albans
112 N Main Street, #101
St Albans, VT 05478
Telephone: 802.527.0171
Toll Free: 800.900.0121
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2 Pioneer Street
Montpelier, VT 05602
Telephone: 802.229.0563
Toll Free: 800.900.0121
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23 Church Street
Lyndonville, VT 05851
Telephone: 802.626.3354
Toll Free: 800.900.0121
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14 Durkee Street, Suite 430
Plattsburgh, NY 12901
Telephone: 518.699.3201
Toll Free: 800.900.0121
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