Commercial Insurance Advisor - Appleton

Posted: 1/29/2019


  • Appleton Office

Generate new business sales, maintain and build upon renewal relationships, and provide proactive service and account management to clients.



Essential Functions:

  • Prospect and generate new business appointments

  • Analyze clients' business and develop solutions for insurance needs

  • Develop strong relationships with clients through advising and offering all of the value added services available through Ansay

  • Cross-sell opportunities for other departments (Employee Benefits, Personal Lines referrals, etc.)

  • Study trends and advances in the business and finance industries as well as changes in regulatory activities to keep industry knowledge up to date

  • Attend and actively participate in agency sales training meetings

  • Develop and maintain positive relationships with partner insurance carriers

  • Continuous filling of the Pipeline, and meeting monthly goals associated with the Pipeline

  • Enter activity and other relevant information into the Applied EPIC system for the service team to process

  • Continue professional development (i.e., keep current with industry changes, continuous sales training, pursue professional designations, etc.)



  • Bachelor's degree (from an accredited university) in Business or related field.

  • Positive “can-do” attitude, possess a passion for insurance, and be a self-starter who regularly demonstrates initiative

  • Related experience includes previous outside sales experience preferably in the insurance industry

  • Property & Casualty license

  • Effective oral and written communication skills

  • Advanced technology skills including all Microsoft Office products, LinkedIn, Facebook and other relationship/lead building mediums

  • Team Player who collaborates between departments and works with service/support staff

Preferred Qualifications:

  •  Licensed with 1-3 years of sales experience.

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This position has been filled. Please check our current openings.

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