Commercial Lines Risk Advisor

Roles and Responsibilities

• Managing a portfolio of commercial client accounts
• Reviewing policies and identifying where coverage may be incomplete or misaligned
• Advising clients on risk exposure and recommending appropriate coverage
• Communicating clearly with clients in both written and verbal forms
• Serving as a liaison between clients and producers, supporting them while building the ability to operate independently with clients
• Working through real client scenarios and determining the right course of action
• Collaborating with other account managers to develop better solutions
• Participating in ongoing training and development as part of the team

Qualifications

• A solid foundation in commercial lines insurance and account management
• Holds, or in process, a CPCU, CIC, ARM or other relevant certification
• A preference for a business degree (finance, accounting, economics, statistics, etc.) from an accredited college
• Ability to evaluate coverage and identify risk
• Comfortably advising clients directly
• Strong written and verbal communication skills
• Able to think through scenarios and connect information quickly
• Comfortable working with current systems and learning new tools as needed

Experience

• At least 10 years of work experience in commercial lines account management or a related role
• The ability to understand and explain insurance concepts clearly
• A strong problem-solving ability and attention to detail
• Comfortable working in an in-office, team-based environment
• An interest in learning and growing beyond a traditional account management role

Pay and Benefits

Compensation and benefits include:

• Commission + Bonus
• Paid Time Off
• Health, Dental & Vision Insurance
• Life Insurance
• 401K Retirement plan with employer match
• Ongoing Professional Development
• Other Performance Based Rewards

This is a full-time, W2 role with an on-site, Monday to Friday schedule.