CL Insurance Advisor

Summary

Fuel growth forge trust and protect what matters most. As a Commercial Lines Insurance Advisor youll manage a portfolio of clients while building new opportunities through trusted partnerships and tailored insurance solutions. Youll serve as the go-to advisor for complex coverage needs analyzing risks designing comprehensive programs and ensuring clients are protected at every turn. With strong carrier relationships and a proactive consultative approach youll identify growth opportunities streamline processes and maintain full compliance with agency and industry this role youll blend technical insurance knowledge with relationship-driven service to help clients thrive and the business grow.

Why Jewelers Mutual:

Since 1913 weve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise were financially strong forward-thinking and driven by curiosity. Guided by our core values of Agility Accountability and Relevancy we lead through innovation.

As a technology focused organization we embrace cutting-edge tools and data-driven insights to continuously improve our products services and customer experience. Our mission is to be the industrys most trusted advisor by investing in our people adopting new technologies and striving for excellence.

Were dedicated to fostering growth through collaboration powered by bold thinking teamwork and the passion of our people.

Here youll:

• Move fast and embrace change
• Always look for better ways
• Grow thrive and help shape whats next

Join us and be part of a culture where you can make an impact while building your future.

What Youll Do:

• Client Relationship Management: Take ownership of client relationships serving as the primary point of contact for all insurance-related inquiries and needs. Retain clients by building strong relationships and ultimately becoming a strategic business partner. Develop and maintain deep relationships with key clients understanding their unique requirements and providing tailored insurance solutions. Explore clients other business operations to become their holistic insurance agent of choice. Maximize opportunities to educate clients about loss prevention and security strategies product features and carrier underwriting recommendations.
• Key Client Management: Effectively manage a portfolio of mid-to-large revenue tier clients ensuring their insurance needs are met promptly and efficiently. Identify opportunities for upselling or cross-selling additional insurance products and services.
• New Business Production: Drive revenue growth through strategic account management client retention and new business sales. Identify potential clients conduct thorough needs assessments and present comprehensive insurance proposals to secure new accounts. Conduct coverage gap analyses to advise clients of potential exposures and solutions resulting in the addition of necessary lines of business.
• Risk Analysis and Program Design: Analyze client exposures and design comprehensive insurance programs that effectively mitigate risks while aligning with their budget and goals. Conduct coverage gap analyses to advise clients of potential exposures and solutions resulting in the addition of necessary lines of business.
• Carrier and Underwriter Relationship Building: Build strong relationships with underwriters to leverage their expertise and secure customized solutions for clients. Maintain open communication channels to facilitate smooth transactions and address any issues promptly.
• System and Policy Compliance: Maintain accurate client records policy documentation and renewal schedules. Process policy endorsements amendments and other administrative tasks accurately and efficiently. Assist with maintaining compliance with industry regulations and agency standards.
• Process Improvement: Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
• Confidentiality: Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

What Youll Bring:

• Bachelors degree in business finance or related field preferred
• Proven experience in commercial lines insurance sales and client management
• Active Property & Casualty insurance license required
• Advanced industry designations such as CIC CPCU CRM or similar is preferred
• Strong understanding of insurance products policies and coverage options
• Excellent communication negotiation and presentation skills
• Ability to work independently prioritize tasks and meet deadlines
• Proficiency in industry-specific software and CRM systems
• Results-oriented mindset with a focus on exceeding sales targets and revenue goals

What We Offer You:

• Competitive Compensation & Benefits:Includes performance bonuses generous paid time off and a top-tier retirement program with 401(k) matching and additional company contributions.
• Collaborative Culture: Work alongside talented passionate peers who value ownership and continuous learning.
• Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
• Great Place to Work Certified: Join a team recognized for an environment of innovation and growth.

Accessibility and Accommodations
We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process please let us know by contacting

Required Experience:

Unclear Seniority