• Insurance - Commercial Lines Sales Advisor

    Farmers Union Agency (St. Paul, MN)


    ### Job Duties

    The Commercial Lines Sales Advisor is responsible for generating new business opportunities and managing a portfolio of commercial insurance clients. This role involves understanding client needs, providing tailored insurance solutions, and maintaining long-term relationships to ensure client satisfaction and retention. The ideal candidate is self-motivated, results-driven, and knowledgeable about commercial insurance products, underwriting guidelines, and industry regulations.

     

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    Key Responsibilities:

    • Prospect, identify, and generate new business opportunities through cold calling, networking, referrals, and lead generation tools.

    • Develop customized insurance solutions for commercial clients across various industries.

    • Conduct risk assessments and coverage analysis to recommend appropriate insurance products.

    • Prepare and present proposals, quotes, and coverage comparisons to potential and existing clients.

    • Maintain strong relationships with insurance carriers to negotiate coverage terms and pricing.

    • Manage a portfolio of clients to ensure high retention rates and cross-sell opportunities.

    • Stay up to date on market trends, product offerings, underwriting criteria, and regulatory changes.

    • Achieve and exceed sales targets, KPIs, and performance metrics set by management.

    • Collaborate with internal teams such as account managers, underwriters, and customer service representatives to ensure smooth onboarding and servicing.

    • Maintain accurate records in CRM systems and adhere to compliance and documentation standards.

    ### Minimum Education Required

    • Valid insurance license for commercial property and casualty (or willingness to obtain).

    ### Minimum Experience Required

    • Minimum [2–5] years of experience in commercial insurance sales or a related field.

    • Strong knowledge of commercial insurance products including general liability, property, workers’ compensation, commercial auto, professional liability, etc.

    • Proven track record of meeting or exceeding sales goals.

    • Excellent communication, negotiation, and interpersonal skills.

    • Highly organized, self-motivated, and able to manage multiple priorities.

    • Proficiency in Microsoft Office and experience with CRM and agency management systems (e.g., Salesforce, HawkSoft, AMS360).

     

    ### Shift

    First (Day)

     

    ### Number of Openings

    0

     

    ### Public Transportation Accessible

    Yes

     

    ### Veterans Encouraged to Apply

    Yes

     

    ### Physical Required

    No

     

    ### Drug Test Required

    No

     

    ### Compensation

    $

     

    ### Additional Compensation

    Competitive compensation

     

    ### Postal Code

    55117

     

    ### Place of Work

     

    Hybrid

     

    ### Requisition ID

     

    2317

     

    ### Job Type

     

    Full Time

     

    ### Job Benefits

     

    Group LIfe

    ### Application Link

    https://fuainsurance.com/open-positions/