Commercial Insurance Advisor Salesforce G Suite Houston TX
1 week ago
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.
- 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.
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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