Commercial Insurance Advisor

Company: Bickle Insurance Services, LLC
Location: Dublin
Posted on: April 9, 2025

Job Description:

Looking for a driven individual with excellent communication skills and a deep understanding of our insurance offerings. The perfect candidate will focus on sales, acquiring new business clients, nurturing existing relationships, and ensuring the satisfaction of our commercial customer base.

Responsibilities:
--- Develop and execute strategies to meet the sales targets outlined in the annual producer sales plan.
--- Identify and pursue new business opportunities among current clients and specific market sectors.
--- Contact potential clients to provide estimates and arrange sales appointments.
--- Evaluate clients' insurance requirements, review existing policies, and conduct Risk Management Reviews.
--- Collect comprehensive underwriting data, including survey information and loss histories.
--- Prepare and present thorough insurance proposals outlining coverages, limits, and deductibles.
--- Work closely with service staff to submit applications and choose suitable markets.
--- Hold meetings with clients and prospects to review proposals, renewals, and address any queries.
--- Introduce clients to service staff for ongoing assistance and direct service-related calls accordingly.
--- Keep informed of any claims or service issues and assist in resolving them as needed.
--- Support the renewal process by checking expirations, gathering necessary data, and preparing renewal submissions.
--- Maintain precise production reports and actively participate in sales meetings.
--- Promote the agency and the insurance industry within the local community.
--- Stay up-to-date on industry developments by reviewing trade publications and attending carrier training sessions.
--- Undertake any additional tasks or projects assigned by agency management.

Qualifications:
--- The candidate must have a successful sales background, particularly in effectively closing sales deals.
--- Possession of an Ohio Property & Casualty license is mandatory, or the willingness to obtain one if not currently licensed.
--- A minimum of three years of sales experience is required for this role.
--- Holding a valid driver's license and having a properly insured vehicle for client meetings is essential.
--- Ability to thrive in a fast-paced environment and adjust to unexpected interruptions is necessary.
--- Capable of sitting for extended periods of time.
--- Maintaining a professional appearance is expected in this client-facing position, including wearing appropriate business attire.
--- Willingness to travel to local client and carrier locations during the workday, with occasional out-of-town travel.

About Company:
Work-Life Cohesion. Bickle Insurance is committed to a flexible work environment with an open PTO policy and relaxed office requirementsWe offer a variety of additional programs and services to help meet the diverse needs of our employees, including, 401(k), Life and Disability Insurance, and health benefits (for eligible employees)Skill development in an ever-changing industry. We are committed to growing the knowledge and power of all team members of Bickle InsuranceWe always work as a team and have active coaches to support and develop your role

Keywords: Bickle Insurance Services, LLC, Dayton , Commercial Insurance Advisor, Other , Dublin, Ohio