Sr. Advisor

    • Norwell, MA

Sales and service Comme

rcial Lines Insurance

Disseminate appropriate needs of client as it relates to

Commercial Lines


Work with firms to develop and promote cross market accounts

Build and maintain strong relationships with carriers, companies, and clients

Market Carr

iers for appropriate coverage

and negotiate coverage terms and pricing

Facilitate requests and needs of Carriers on behalf of clients

Use independent judgment and discretion placing values and coverage’s and makes appropriate

recommendations to clients wit

h matters of insurance

Take complete applications, including follow


up for documents required for processing in accordance

with company policies and procedures

Set the customers’ expectations and educate them on the entire Insurance process

Follow through

on transactions to ensure policies are properly issued

Meet goals and objectives as agreed, comprehensively reviewed, and subject to modification

Train and support staff and department on an ongoing basis as necessary

Special projects as assigned

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