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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Commercial Insurance with a focus on client relationship management, compliance with industry regulations, and the ability to deliver customized insurance solutions. Proficient in preparing insurance proposals and conducting needs assessments while providing exceptional customer service.
Highest-signal resume keywords
Commercial Insurance ExperienceProperty And Casualty LicenseClient Relationship ManagementInsurance Proposal DevelopmentOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Needs AssessmentInsurance PrinciplesRisk And Underwriting AnalysisPolicy Changes ProcessingACORD Applications PreparationNegotiation SkillsClaims AnalyticsCommercial Lines ExperienceCross-Selling TechniquesProposal Presentation
Soft Skills
Strong Interpersonal SkillsExcellent Verbal CommunicationExcellent Written CommunicationAdaptabilityProactive Prioritization
Tools & Technologies
Microsoft WordMicrosoft OutlookMicrosoft ExcelAgency Management SystemApplied SystemsEPIC
Certifications & Qualifications
Active Property And Casualty LicenseCPCU CertificationAssociate Degree Or Higher
Industry Keywords
Commercial InsuranceClient LifecycleComplianceUnderwritersCarriersInsurance ProposalsRisk AssessmentLoss HistoryCarrier WebsitesWholesaler Meetings
About the role
Key responsibilities & impact- Build and maintain strong, trust-based relationships with clients and prospects
- Identify new business opportunities and cross-sell additional products and services
- Meet and exceed individual sales goals and revenue targets through account rounding and prospecting
- Conduct needs assessments and deliver customized insurance and total client solutions
- Negotiate terms and coverage with underwriters and carriers
- Ensure compliance with industry regulations and company policies
- Provide exceptional customer service and support throughout the client lifecycle
- Collect detailed risk and underwriting information, including survey data and loss history
- Develop formal insurance proposals including coverage, limits, deductibles, and other pertinent information
- Collaborate with the Account Manager on company submissions, account service, and claims issues
- Prepare ACORD applications, supplemental applications, account narratives, claims analytics, and metrics using the Agency Management System
- Secure quotes, negotiate premiums and commissions, and prepare proposals and presentations
- Bind coverage, prepare binders, and delegate certificates
- Provide contract review
- Process policy changes and corresponding documents
- Use carrier websites for rating, billing, processing changes, and loss retrieval
- Meet with clients as needed or directed by the client advisor
- Participate in carrier and wholesaler meetings for relationship development
- Serve as a technical expert assisting insureds and department members with complex issues
Requirements
What you’ll need- Minimum 5+ years of Commercial insurance industry experience required
- Commercial insurance real estate experience highly preferred
- Active Property and Casualty License required
- Strong organizational skills; ability to prioritize and be proactive
- Ability to adapt well to change in direction and priority in a fast-paced environment
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Excellent verbal and written communication skills and strong interpersonal skills
- Knowledge and application of insurance principles
- Applied Systems / EPIC experience a plus
- High School diploma required
- Associate Degree or higher preferred
- Minimum of 5 years of experience in Commercial Lines
- CPCU or special training course completion a plus
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
Benefits
Comp & perks- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage