Commercial Insurance Advisor
Company: Bickle Insurance Services, LLC
Location: Covington
Posted on: March 12, 2025
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Job Description:
Bickle Insurance seeks a driven and self-motivated Commercial
Insurance Advisor in Cincinnati, OH. This role demands strong
communication abilities and a deep understanding of the insurance
products offered by the agency. The successful candidate will be
tasked with acquiring and finalizing sales for both new and current
commercial accounts, as well as maintaining the commercial
clientele.
Responsibilities:
--- Develop and implement strategies to achieve the goals outlined
in the annual producer sales plan.
--- Identify and reach out to potential new clients within the
existing client base and target groups.
--- Initiate contact with prospects to provide quotes and schedule
sales appointments.
--- Assess prospects' insurance needs, review current policies, and
conduct Risk Management Reviews.
--- Gather detailed risk and underwriting information, including
survey data and loss history.
--- Create and present comprehensive insurance proposals, detailing
coverages, limits, and deductibles.
--- Collaborate with service personnel or marketers to submit
company applications and select appropriate markets.
--- Conduct meetings with clients and prospects, present proposals
and renewals, and address inquiries thoroughly.
--- Introduce clients to service personnel for ongoing assistance
and direct service-related inquiries accordingly.
--- Stay updated on any service issues or claims and actively
participate in resolving them when necessary.
--- Assist with renewals by reviewing expiration listings,
collecting necessary information, and preparing submissions.
--- Maintain accurate production reports and actively participate
in sales meetings.
--- Represent the agency and insurance industry positively within
the community.
--- Stay informed about industry trends by attending training
sessions and reviewing trade publications.
--- Undertake any other duties or projects assigned by agency
management.
Qualifications:
--- Must have a proven track record in pursuing and closing sales
successfully.
--- Ohio Property & Casualty license is required; if not currently
licensed, must be willing to obtain one.
--- A minimum of three years of sales experience is necessary.
--- A valid driver's license is a must.
--- The candidate must own an insured vehicle and be legally
eligible to drive to client meetings.
--- Should be comfortable working in a fast-paced environment with
unscheduled interruptions.
--- The ability to sit for extended periods is required.
--- This role is public-facing and demands appropriate business
attire.
--- Responsibilities will include local client and carrier visits
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, Covington , Commercial Insurance Advisor, Other , Covington, Kentucky
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