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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Invest in your consultative B2B selling and relationship skills and grow your career. This entrepreneurial position offers autonomy and flexibility in selling insurance and coordinating services and offerings to new and existing clients. Hybrid work schedule available, and a competitive salary that decreases overtime as you build your book of business with commissions.



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 either hold or be able to pass P&C Producer’s exam to hold an agent’s license.

Essential Responsibilities

• Prospect for new business from existing clients and identified target groups.
• Develop positive, long-term relationships with clients and carriers
• 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 Managers to ensure complete company submissions and account service, including claims issues.
• Keep informed regarding industry information and marketplace changes to continuously improve knowledge and performance.

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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 420
Plattsburgh, NY 12901
Telephone: 518.699.3201
Toll Free: 800.900.0121
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