Commercial Insurance Advisor

Bickle Insurance Services, LLC

Commercial Insurance Advisor

Cincinnati, OH +2 locations
Full Time
Paid
  • Responsibilities

    Seeking a motivated and self-driven Commercial Insurance Advisor in Cincinnati, OH, for Bickle Insurance. Must possess excellent communication skills and a thorough knowledge of the insurance products provided by the company. Responsibilities include securing and closing sales for new and existing commercial accounts and managing the commercial client base. Responsibilities: • Develop and execute strategies to meet the objectives set in the annual producer sales plan. • Identify and engage with potential new clients within the current client base and target demographics. • Reach out to prospects to offer quotes and arrange sales meetings. • Evaluate the insurance needs of prospects, review their existing policies, and conduct Risk Management Reviews. • Collect detailed risk and underwriting information, such as survey data and loss history. • Prepare and present comprehensive insurance proposals outlining coverages, limits, and deductibles. • Work with service personnel or marketers to submit company applications and choose suitable markets. • Meet with clients and prospects, present proposals and renewals, and address inquiries comprehensively. • Introduce clients to service personnel for ongoing support and direct service-related queries appropriately. • Keep abreast of any service issues or claims and actively participate in resolving them if needed. • Aid in renewals by examining expiration listings, gathering necessary information, and preparing submissions. • Maintain accurate production reports and actively engage in sales meetings. • Uphold a positive representation of the agency and the insurance industry in the community. • Attend training sessions and review trade publications to stay informed about industry trends. • Undertake any additional duties or projects assigned by agency management. Qualifications: • The ideal candidate should have a successful track record in sales, particularly in closing deals effectively. • Having an Ohio Property & Casualty license is a mandatory requirement for this role; if not currently licensed, the candidate must be willing to obtain one. • At least three years of sales experience is essential for applicants. • Possessing a valid driver’s license is a non-negotiable requirement. • The candidate must own and insure a vehicle and be legally permitted to drive to meetings with clients. • Comfort with working in a fast-paced environment with unexpected interruptions is necessary. • Being able to sit for extended periods is a key aspect of this role. • This position involves public-facing responsibilities and requires appropriate business attire. • Responsibilities include visiting local clients and carriers during the workday, with occasional travel out of town. Compensation: $60,000 - $100,000 yearly

    • •
    • Develop and execute strategies to meet the objectives set in the annual producer sales plan. •
    • Identify and engage with potential new clients within the current client base and target demographics. •
    • Reach out to prospects to offer quotes and arrange sales meetings. •
    • Evaluate the insurance needs of prospects, review their existing policies, and conduct Risk Management Reviews. •
    • Collect detailed risk and underwriting information, such as survey data and loss history. •
    • Prepare and present comprehensive insurance proposals outlining coverages, limits, and deductibles. •
    • Work with service personnel or marketers to submit company applications and choose suitable markets. •
    • Meet with clients and prospects, present proposals and renewals, and address inquiries comprehensively. •
    • Introduce clients to service personnel for ongoing support and direct service-related queries appropriately. •
    • Keep abreast of any service issues or claims and actively participate in resolving them if needed. •
    • Aid in renewals by examining expiration listings, gathering necessary information, and preparing submissions. •
    • Maintain accurate production reports and actively engage in sales meetings. •
    • Uphold a positive representation of the agency and the insurance industry in the community. •
    • Attend training sessions and review trade publications to stay informed about industry trends. •
    • Undertake any additional duties or projects assigned by agency management.

  • Compensation
    $60,000-$100,000 per year
  • Locations
    Cincinnati, OH • Cleveland, OH • Columbus, OH