Senior Insurance Advisor

3 days ago


San Jose, California, United States APR Full time
Senior Insurance Advisor Job Summary
We are seeking a highly experienced Senior Insurance Advisor to join our team. As a Senior Insurance Advisor, you will be responsible for providing expert advice to commercial insurance clients on coverage and risk management strategies.

Your primary focus will be on building strong relationships with clients, understanding their needs, and providing tailored solutions to meet those needs. You will also be responsible for identifying cross-sell and up-sell opportunities, expanding your role when supporting miscellaneous duties as requested.

The ideal candidate will have at least three years of experience servicing all aspects of commercial insurance accounts, a P&C license, and expert knowledge of insurance products and documents.

The compensation range for this position takes into consideration various factors, including but not limited to: years of experience/training, skill set, and licenses/designations. A reasonable estimate of the current range is $65,000.00 to $100,000.00.

Key Responsibilities
  • Provide expert advice to commercial insurance clients on coverage and risk management strategies.
  • Build strong relationships with clients, understand their needs, and provide tailored solutions to meet those needs.
  • Identify cross-sell and up-sell opportunities, expand your role when supporting miscellaneous duties as requested.


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