Personal Insurance Advisor

Summary

The Personal Insurance Advisor serves as a trusted partner to personal lines clients, managing a portfolio of accounts while delivering tailored insurance strategies. This role balances client advocacy, sales growth, and long-term account retention, with a strong emphasis on independent judgment, strategic recommendations, and building profitable client relationships for CRS Insurance Brokerage.

• Act as a trusted advisor to personal insurance clients by managing a portfolio of accounts independently
• Assess client risk exposures and recommend tailored insurance solutions
• Drive new business growth while retaining and strengthening existing client relationships
• Support long-term profitability and growth for the brokerage through strategic advising and carrier negotiation

Key Responsibilities

• Serve as the primary point of contact and advocate for personal lines clients
• Identify coverage gaps and design comprehensive insurance programs
• Manage policy renewals, endorsements, cancellations, and remarketing efforts
• Resolve client concerns related to claims, billing, and coverage with sound judgment
• Prospect, market, and secure new personal insurance business
• Prepare and present insurance proposals and negotiate favorable terms with carriers
• Meet established sales, retention, and service goals
• Collaborate with internal teams and contribute to departmental initiatives

Skills & Qualifications

• Active Property & Casualty Producer license (required)
• Minimum 3 years of personal insurance sales or account management experience
• Strong knowledge of personal lines coverage, underwriting rules, and carrier guidelines
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple priorities
• Ability to exercise independent judgment and discretion
• Preferred: ACSR, CISR, AAI, or comparable designations
• Preferred: Bachelor’s degree or equivalent experience
• Proven success in new business production and account retention

Total Rewards

• Reports to: Director of Business Development

• Salary Range: $67,500–$87,500 annually, subject to experience, education, and professional designations

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