Salary $55,000- $60,000 + Commissions.As a Personal Insurance Advisor, you’ll be responsible for providing exceptional insurance advice and service to our clients while growing and retaining a book of business.



Full time



Compensation: Salary $55,000- $60,000 + Commissions



Vacation: Yes



About the opportunity:



As a Personal Insurance Advisor, you’ll be responsible for providing exceptional insurance advice and service to our clients while growing and retaining a book of business. You’ll build strong client relationships, understand their insurance needs, recommend appropriate solutions, and ensure clients receive a high level of ongoing care.



Client Service & Advice



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- Service ongoing client needs, provide professional insurance advice, conduct needs assessments, recommend appropriate solutions, and respond to client inquiries.
- Build and maintain strong, long-term relationships with clients through proactive and personalized service.




- Conduct client care calls and proactively identify opportunities to review and improve clients’ insurance programs.
- Review renewals with clients, identify coverage gaps and opportunities, and recommend appropriate changes.
- Act as a trusted advisor and primary point of contact for clients, taking ownership of their insurance needs.
- Sell new policies and write new business for existing and prospective clients while retaining and growing the existing book of business.
- Handle inbound new business inquiries, provide quotes and coverage recommendations, and follow up with prospects to convert opportunities into new clients.
- Generate new business through inbound calls, client referrals, introductory letters, walk-in clients, and other brokerage initiatives.
- Identify and pursue cross-selling and

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