7h ago

Commercial Client Advisor (Small Business)

Charlotte, NC; Denver, CO; Overland Park, KS; REMOTE; Wichita, KS

$60k-$70k / year

full-timemid Remotefinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ 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.

๐ŸŽฏ 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

๐Ÿ“‹ Requirements

  • 2 years of similar or related experience
  • Property and Casualty license
  • Strong Microsoft Office proficiency
  • Critical thinking and problem-solving skills

๐ŸŽ Benefits & Perks

  • ๐ŸŽ Annual Performance Bonus
  • ๐Ÿ“ˆ Stock Purchase plan
  • ๐Ÿฅ Medical, Dental, Vision insurance
  • ๐Ÿ–๏ธ Paid Time Off and flexible work options
  • ๐Ÿ’ฐ 401(k) with match

๐Ÿ“จ Hiring Process

Estimated timeline: 2-3 weeks ยท AI estimate

  1. 1Recruiter Screenยท 30 min
  2. 2Hiring Manager Interviewยท 45 min
  3. 3Final Interviewยท 60 min
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