Commercial Insurance Advisor Salesforce G Suite Houston TX

1 week ago


Houston, Texas, United States ESR Healthcare Full time
Job Title: Commercial Insurance Advisor

Location: Houston, TX

Job Summary:

The Commercial Insurance Advisor plays a crucial role in educating clients on risk and insurance products, submitting and brokering business, presenting and closing opportunities, and servicing accounts. This fast-paced role is ideal for goal-oriented, hardworking individuals looking to make a difference.

Key Responsibilities:
  • Meet personal and team sales targets as established, focusing on small to midsize accounts which are stable in nature within identified markets.
  • Contacts assigned prospects to sell multiple product units based on the nature of clients.
  • Reviews client's business and financial data to ascertain whether products meet the client's needs and circumstances.
  • Negotiate terms with internal and external underwriting staff.
Requirements:
  • Bachelor's degree in business or relevant area of study is preferred.
  • Valid Property and Casualty License preferred.
  • Experience working in a highly regulated industry.
  • Insurance sales, prospecting, and relationship management experience.
  • Basic computer literacy; G Suite preferred and Salesforce is a plus.
What We Offer:

A competitive base salary and the chance to earn performance bonuses based on your individual and team performance. KPIs/Metrics are transparently shared daily during departmental update meetings and displayed on reader boards.


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