7h ago
Commercial Client Advisor (Small Business)
Charlotte, NC; Denver, CO; Overland Park, KS; REMOTE; Wichita, KS
$60k-$70k / year
full-timemid Remotefinance
๐ Tech Stack
๐ผ About This Role
You'll service and advise small business clients on their insurance needs, handling renewals, endorsements, and carrier relationships. You'll play a key role in cross-selling new coverages and managing complex accounts. This role offers ownership opportunities in a growing firm.
๐ฏ What You'll Do
- Handle client and insurance company inquiries
- Manage renewal process and prepare proposals
- Analyze insurance quotes and negotiate terms
- Participate in cross-selling new lines of coverage
๐ Requirements
- 2 years of similar or related experience
- Property and Casualty license
- Strong Microsoft Office proficiency
- Critical thinking and problem-solving skills
๐ Benefits & Perks
- ๐ Annual Performance Bonus
- ๐ Stock Purchase plan
- ๐ฅ Medical, Dental, Vision insurance
- ๐๏ธ Paid Time Off and flexible work options
- ๐ฐ 401(k) with match
๐จ Hiring Process
Estimated timeline: 2-3 weeks ยท AI estimate
- 1Recruiter Screenยท 30 min
- 2Hiring Manager Interviewยท 45 min
- 3Final Interviewยท 60 min
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