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Sr. Advisor

Sales and service Comme
rcial Lines Insurance
Disseminate appropriate needs of client as it relates to
Commercial Lines
Insurance
Work with firms to develop and promote cross market accounts
Build and maintain strong relationships with carriers, companies, and clients
Market Carr
iers for appropriate coverage
and negotiate coverage terms and pricing
Facilitate requests and needs of Carriers on behalf of clients
Use independent judgment and discretion placing values and coverage's and makes appropriate
recommendations to clients wit
h matters of insurance
Take complete applications, including follow
up for documents required for processing in accordance
with company policies and procedures
Set the customers' expectations and educate them on the entire Insurance process
Follow through
on transactions to ensure policies are properly issued
Meet goals and objectives as agreed, comprehensively reviewed, and subject to modification
Train and support staff and department on an ongoing basis as necessary
Special projects as assigned


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