We are seeking an experienced Commercial Lines Insurance Broker to manage and grow a portfolio of commercial clients. The successful candidate will be responsible for advising clients on risk management solutions, placing and servicing commercial policies, and delivering a high level of customer service across renewals, endorsements, and new business.
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This role requires strong technical insurance knowledge, excellent communication skills, and hands‑on experience with industry systems.
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Key Responsibilities
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Manage a portfolio of commercial insurance clients across multiple industries
Provide expert advice on coverage, risk exposure, and insurance solutions
Handle new business, renewals, endorsements, and policy changes
Market accounts to insurers and negotiate terms and pricing
Prepare and present insurance proposals and renewal reviews
Maintain accurate and up‑to‑date documentation in the broker management system
Build and maintain solid relationships with clients and carrier partners
Ensure compliance with regulatory and company standards
Must‑Have Qualificationsn
Minimum 3 years of experience as a Commercial Lines Insurance Broker (or equivalent commercial insurance role)
Active RIBO certification (in good standing)
Proficiency with Applied Systems Epic (daily, hands‑on use required)
Robust proficiency with Microsoft 365 (Outlook, Word, Excel, Teams
Solid understanding of commercial insurance products (e.g., Property, Liability, Auto, Package Policies)
Excellent written and verbal communication skills
Solid organizational skills with the ability to manage multiple priorities