Commercial Insurance Client Advisor
Company: VirtualVocations
Location: Milwaukee
Posted on: November 10, 2024
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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, Bartlett , Commercial Insurance Client Advisor, Other , Milwaukee, Illinois
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