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The High Net Worth Insurance Advisor is responsible for meeting sales quotas, managing a book of business, and utilizing sales tools for client acquisition and retention.

The Commercial Lines Producer will generate business leads, manage client relationships, and provide tailored risk management solutions for clients. They will leverage industry knowledge to advise clients on commercial insurance needs and prepare regular sales performance reports.

The High Net Worth Insurance Advisor is responsible for meeting sales quotas, managing a book of business, and collaborating with Client Service to analyze accounts. The advisor uses sales and marketing tools for lead generation and follows company methodologies.

Drive commercial insurance sales in Pennsylvania by developing strategies, acquiring and retaining clients, assessing risks, designing customized insurance programs, meeting sales targets, using CRM, and representing the company at industry events.

Sell and manage commercial insurance (surety/bond) accounts in Pennsylvania. Develop sales strategies, perform risk assessments, design customized insurance programs, maintain client relationships, meet sales targets, and use CRM and Office tools. Represent the firm at events and pursue ongoing professional development.

Sell commercial surety and bond products in Pennsylvania by developing sales strategies, cultivating client relationships, performing risk assessments, designing customized insurance programs, using CRM to track activity, attending industry events, and meeting sales targets while working in a hybrid role.

Sell and expand commercial insurance business in Pennsylvania by developing sales strategies, assessing client risks, designing customized insurance programs, maintaining client relationships, meeting sales targets, and using CRM tools while representing the company at industry events.

Sell insurance products to private clients, meet monthly/quarterly/annual sales quotas, generate new business via calls and appointments, manage a book of business for renewals, collaborate with Client Service on renewals and placements, and use Trucordia sales tools and methodologies.

Sell insurance products to private clients by meeting sales quotas, prospecting via calls and meetings, managing a book of business for renewals, collaborating with client service to place new and renewal accounts, and using Trucordia sales tools and CRM.

Sell insurance to private clients by prospecting, presenting, closing new business, managing a book of business for renewals, and collaborating with client service using Trucordia sales tools.