Client Advisor, Business Insurance

Position Description

Position Title: Client Advisor, Business Insurance

Department: Business Insurance

Reports to: Director of Sales

FLSA Status: Exempt

 

Summary

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

Qualifications

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.

Access the job description and details for print or download here.

Where we are

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

Burlington
346 Shelburne Road
Burlington, VT 05401
Telephone: 802.658.3500
Toll Free: 800.900.0121
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Stowe
618 South Main Street
Stowe, VT 05672
Telephone: 802.253.9707
Toll Free: 800.900.0121
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St. Albans
20 Swanton Road
St Albans, VT 05478
Telephone: 802.527.0171
Toll Free: 800.900.0121
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Montpelier
2 Pioneer Street
Montpelier, VT 05602
Telephone: 802.229.0563
Toll Free: 800.900.0121
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Lyndonville
23 Church Street
Lyndonville, VT 05851
Telephone: 802.626.3354
Toll Free: 800.900.0121
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Plattsburgh
14 Durkee Street, Suite 420
Plattsburgh, NY 12901
Telephone: 518.699.3201
Toll Free: 800.900.0121
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