Commercial Insurance Advisor Jobs
Commercial Insurance Advisor jobs are open across insurance carriers, brokerages, and financial services firms, at every level from entry-level account associate to senior advisor and commercial lines manager, with specializations in property and casualty, risk management, and employee benefits. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 11+ Commercial Insurance Advisor jobs
JOB FUNCTIONS
- Build and grow a profitable commercial insurance book of business.
- Generate commercial insurance opportunities through credit union partnerships and independent prospecting efforts.
- Strengthen and maintain strategic relationships with business banking teams and referral sources.
- Deliver consultative commercial insurance solutions and exceptional client service.
- Support the growth and long-term success of the agency's commercial insurance division.
BUSINESS DEVELOPMENT & SALES
- Develop and grow a commercial insurance book of business.
- Generate new business opportunities through credit union referrals.
- Develop and maintain a network of referral sources, centers of influence, and community business relationships to support self-generated growth goals.
- Build and maintain a strong sales pipeline.
- Conduct insurance reviews, identify coverage needs, and provide tailored recommendations.
- Market, quote, negotiate, and bind commercial insurance coverage.
- Achieve annual sales and production goals.
CREDIT UNION RELATIONSHIP MANAGEMENT
- Serve as primary commercial insurance liaison for assigned credit union partners.
- Build relationships with business banking teams, lenders, and branch leadership.
- Conduct regular partner visits and training opportunities.
- Encourage mutual referral activity between the agency and credit union.
CLIENT SERVICE & BOOK MANAGEMENT
- Manage and service assigned commercial accounts.
- Process endorsements, renewals, certificates, and policy changes.
- Assist clients with claims and coverage questions.
- Maintain accurate account documentation.
- Support development of commercial workflows and processes as the division grows.
KNOWLEDGE
- Knowledge of commercial property, liability, workers compensation, commercial auto, umbrella, and related business insurance products.
- Understanding of sales, prospecting, lead generation, referral management, and relationship-building strategies.
- Working knowledge of credit union operations and member service philosophy or a willingness to learn and embrace the credit union culture and member-first approach.
SKILLS/QUALITIES
- Self-motivated and results-driven.
- Strong sales, networking, relationship-building, and consultative communication skills.
- Excellent written and verbal communication abilities.
- Strong organizational, prioritization, and time-management skills.
- Ability to work independently while developing new relationships and business opportunities.
- High level of professionalism, integrity, and attention to detail.
- Proficiency with agency management systems, CRM platforms, and Microsoft Office applications.
EDUCATION/EXPERIENCE
- High School Diploma/GED.
- Active Property & Casualty License required.
- 3+ years of commercial insurance, producer, account management, underwriting, or producer experience preferred.
- Commitment to continuing education and professional development.
PERFORMANCE EXPECTATIONS
Successful performance in this position includes:
- Building a profitable commercial insurance book of business aligned with agency growth goals.
- Developing and maintaining strong reciprocal referral relationships with credit union business banking teams that drive growth for both the insurance agency and partner credit unions.
- Generating a balanced mix of new business opportunities, with approximately 50% originating from credit union partnerships and 50% through independent prospecting efforts.
- Maintain high levels of client satisfaction and retention.
PHYSICAL REQUIREMENTS
The position requires the following physical activities within varying environmental conditions:
- Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period.
- Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
- Occasional lifting, moving, or adjusting objects up to 20 pounds.
- Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
- Work will be in a commercially reasonable temperature-controlled environment.
- Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.
JOB FUNCTIONS
- Build and grow a profitable commercial insurance book of business.
- Generate commercial insurance opportunities through credit union partnerships and independent prospecting efforts.
- Strengthen and maintain strategic relationships with business banking teams and referral sources.
- Deliver consultative commercial insurance solutions and exceptional client service.
- Support the growth and long-term success of the agency's commercial insurance division.
BUSINESS DEVELOPMENT & SALES
- Develop and grow a commercial insurance book of business.
- Generate new business opportunities through credit union referrals.
- Develop and maintain a network of referral sources, centers of influence, and community business relationships to support self-generated growth goals.
- Build and maintain a strong sales pipeline.
- Conduct insurance reviews, identify coverage needs, and provide tailored recommendations.
- Market, quote, negotiate, and bind commercial insurance coverage.
- Achieve annual sales and production goals.
CREDIT UNION RELATIONSHIP MANAGEMENT
- Serve as primary commercial insurance liaison for assigned credit union partners.
- Build relationships with business banking teams, lenders, and branch leadership.
- Conduct regular partner visits and training opportunities.
- Encourage mutual referral activity between the agency and credit union.
CLIENT SERVICE & BOOK MANAGEMENT
- Manage and service assigned commercial accounts.
- Process endorsements, renewals, certificates, and policy changes.
- Assist clients with claims and coverage questions.
- Maintain accurate account documentation.
- Support development of commercial workflows and processes as the division grows.
KNOWLEDGE
- Knowledge of commercial property, liability, workers compensation, commercial auto, umbrella, and related business insurance products.
- Understanding of sales, prospecting, lead generation, referral management, and relationship-building strategies.
- Working knowledge of credit union operations and member service philosophy or a willingness to learn and embrace the credit union culture and member-first approach.
SKILLS/QUALITIES
- Self-motivated and results-driven.
- Strong sales, networking, relationship-building, and consultative communication skills.
- Excellent written and verbal communication abilities.
- Strong organizational, prioritization, and time-management skills.
- Ability to work independently while developing new relationships and business opportunities.
- High level of professionalism, integrity, and attention to detail.
- Proficiency with agency management systems, CRM platforms, and Microsoft Office applications.
EDUCATION/EXPERIENCE
- High School Diploma/GED.
- Active Property & Casualty License required.
- 3+ years of commercial insurance, producer, account management, underwriting, or producer experience preferred.
- Commitment to continuing education and professional development.
PERFORMANCE EXPECTATIONS
Successful performance in this position includes:
- Building a profitable commercial insurance book of business aligned with agency growth goals.
- Developing and maintaining strong reciprocal referral relationships with credit union business banking teams that drive growth for both the insurance agency and partner credit unions.
- Generating a balanced mix of new business opportunities, with approximately 50% originating from credit union partnerships and 50% through independent prospecting efforts.
- Maintain high levels of client satisfaction and retention.
PHYSICAL REQUIREMENTS
The position requires the following physical activities within varying environmental conditions:
- Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period.
- Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
- Occasional lifting, moving, or adjusting objects up to 20 pounds.
- Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
- Work will be in a commercially reasonable temperature-controlled environment.
- Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.
Commercial Insurance Advisor Jobs by Experience Level
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Find JobsCommercial Insurance Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in commercial insurance advisor jobs.
- Active state property and casualty insurance license required
- Experience managing commercial lines accounts including property, liability, and workers compensation
- Proficiency with agency management systems such as Applied Epic or Vertafore
- Ability to read, analyze, and present commercial policy documents to clients
- Bachelor's degree in business, finance, or a related field preferred
- Designations such as CIC, CPCU, or CISR viewed favorably by most employers
Tips for Your Commercial Insurance Advisor Job Search
Highlight your producer license prominently
Put your state property and casualty license at the top of your resume, right under your name. Hiring managers screen for it before reading anything else, and burying it in a skills section costs you interviews you would have gotten.
Quantify your book of business clearly
Describe the size of accounts you managed in terms of premium volume, not just client count. Commercial lines employers care whether you have worked with small business accounts or mid-market and large commercial clients, so make that distinction explicit.
Target openings by carrier appointment type
Filter for roles specifying independent agency, captive carrier, or wholesale brokerage backgrounds. Your experience fits one of these models better than the others, and applying to the right structure dramatically improves your chances of moving to a phone screen.
Apply early to roles that fit
Migrate Mate lists commercial insurance advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for coverage scenario questions
Interviewers for commercial lines roles routinely ask how you would structure coverage for a specific business type, such as a contractor or a retail operation. Rehearse two or three examples that show your ability to assess exposure and recommend appropriate limits.
Negotiate renewal responsibilities in your offer
Before accepting, clarify whether the role is primarily new business development or whether you inherit an existing book with renewal accountability. That distinction affects your commission structure and workload significantly, so get it in writing before you sign.
Commercial Insurance Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most commercial insurance advisors?
The most active employers for commercial insurance advisors right now are BELL BANK, Acrisure, and Hotchkiss Insurance, and the most openings are in Texas, Minnesota, and Ohio, based on current listings on Migrate Mate as of November 2026. Regional carriers and independent agencies frequently post openings that do not appear on larger general job boards, so checking specialty sources matters.
How many commercial insurance advisor jobs are remote?
About 100% of commercial insurance advisor openings are fully remote or hybrid as of November 2026, with availability varying by employer type and account segment. Account management and service roles tied to an existing book of business tend to offer the most remote flexibility, while new business development positions are more likely to require in-person client meetings.
How do you become a commercial insurance advisor?
Start by earning a state property and casualty insurance license, which requires completing a pre-licensing course and passing the state exam. From there, entry-level roles at agencies or carriers let you build product knowledge and client experience. Pursuing designations like the CIC or CPCU after a few years strengthens your candidacy for senior advisory and production roles.
Can you get hired as a commercial insurance advisor with little experience?
Yes, many carriers and independent agencies hire candidates with a valid property and casualty license and a background in customer-facing sales or financial services, even without direct insurance experience. Entry-level commercial lines service roles and inside sales positions are common starting points. Demonstrating comfort discussing risk and business operations in your interview helps close the experience gap.
What does the commercial insurance advisor interview process look like?
The process typically starts with a phone screen focused on your licensing status and sales background, followed by a panel or hiring manager interview that includes coverage scenario questions and a discussion of how you manage client relationships. Some employers ask you to complete a written assessment or present a mock coverage recommendation before a final offer conversation.
Where can I find and apply to commercial insurance advisor jobs?
You can find and apply to commercial insurance advisor jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience and licensing, and apply directly to each listing that fits your background.
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