Commercial Insurance Client Advisor

Company: VirtualVocations
Location: Milwaukee
Posted on: November 10, 2024

Job Description:

A company is looking for a Client Advisor in Commercial Insurance.

Key Responsibilities

Identify, solicit, and close new business opportunities
Maintain client relationships and retention through renewal workflows
Make recommendations and create custom insurance programs to address coverage gaps

Required Qualifications

3-5 years of experience in an insurance brokerage or carrier
Experience with agency management software, preferably Applied Epic
Self-motivated with a strong drive for personal success
Ability to work independently while engaging with team members
Proven ability to manage multiple tasks and prioritize effectively

Keywords: VirtualVocations, Cicero , Commercial Insurance Client Advisor, Other , Milwaukee, Illinois

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