Commercial Insurance Advisor

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

Job Description:

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.

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 , Covington, Ohio