Commercial Lines Sales Advisor

MetzWood Insurance is growing our team! We are looking for a positive team-player to join our Commercial Insurance Department as an inside Sales Advisor. This person will be responsible for converting all inbound opportunities to our Commercial Insurance Department.

This position requires an ability to gather information relative to the particular industry, understand Company placement and “appetite”, master multi-tasking, communicate effectively over email and in-person, and thrive in a team environment. This role necessitates a proficiency in Microsoft Word, Excel, and Outlook and the ability to quickly learn our Agency Management System software.

About The Opportunity

  • Obtain information and compile applications to present to Insurance Companies.
  • Review quotes received, create proposals, and present to prospective clients.
  • Identify prospect and client needs and proactively recommend and sell additional products and coverages.
  • Ability to follow agency procedures and maintain high underwriting standards.
  • Excellent problem solving skills are a must.
  • Current Property & Casualty license, or ability to obtain within 60 days.
  • Be a Team Player at all times.