Mid Level Insurance Sales Consultant Jobs
Mid level insurance sales consultant jobs go to professionals ready to own client portfolios, mentor junior agents, and drive policy recommendations with limited oversight. Roles cover 67% remote and hybrid settings across Technology & Software, Insurance, and Healthcare & Medical Services, with employers like Infosys, EvolutionIQ, and Voyage Advisory hiring at this level now.
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More information is available on the company's website at: www.alliant.com.
SUMMARY
Responsible for providing sophisticated risk advisory services to institutional clients specialized in complex commercial real estate transactions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Manages pre-closing insurance and risk analysis by liaising with lenders, borrowers and brokers on new balance sheet and CMBS loan originations;
Provides insurance requirements based on deal type, geography and lender requirements;
Analyzes proposed insurance coverage, and identifies and communicates insurance coverage gaps to lenders and borrowers for resolution/negotiation;
Completes in-depth analysis of catastrophe modeling reports;
Prepares waivers and exclusion reporting as appropriate;
Works with lenders, borrowers and brokers during pre-closing to ensure that proposed insurance coverage is in place at closing;
Reviews and provides opinions on contractual insurance and casualty obligations in various legal documents and provides analysis on how those obligations interact with the insurance and transaction;
Creates and submits client deliverables including accurate risk assessment and documentation;
Delivers complete deal package including evidence of insurance and other required documentation;
Discusses the insurance package with investors and loan buyers;
Educates clients and borrowers in risk management, risk transfer, market issues and relevant trends;
Serves as a trusted business advisor on all pertinent issues;
Handles high level professional communications to institutional lenders and blue chip real estate owners;
Responsible for deal flow management, client status reporting, issue tracking and resolution;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience
Three (3) or more years of property and casualty insurance brokerage experience (including client service and document review/analysis experience)
In-depth working knowledge of property and casualty insurance coverage terms and conditions, policy forms, endorsements and catastrophe modeling reports for wind and earthquake
Transaction or deal management experience a plus
Commercial real estate lending experience a plus
Valid Insurance License
SKILLS
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good problem solving and time management skills
Good planning, organizational and prioritization skills
Ability to manage multiple transactions and work well under tight timeframes and fluid deadlines
Ability to be flexible, change roles quickly and be comfortable in a dynamic atmosphere
Strong proficiency in Microsoft Office Suite
#LI-REMOTE
#LI-DD1
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
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Top Industries Hiring
- Technology & Software
- Insurance
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Mid Level Insurance Sales Consultant Jobs: Frequently Asked Questions
How do I get a mid level insurance sales consultant job?
Lead with proof of ownership: client books you built independently, retention rates you improved, or revenue you grew. Tailor your resume to show you moved beyond assisted selling into self-directed prospecting and relationship management. Highlight any specialization, such as commercial lines, life and health, or group benefits, and demonstrate you can close without close supervision.
Which companies hire mid level insurance sales consultants?
Companies hiring mid level insurance sales consultants right now include Infosys, EvolutionIQ, and Voyage Advisory, based on current listings on Migrate Mate as of July 2026. At this level, hiring comes from regional carriers, national insurers, and independent agencies that need consultants who can manage existing accounts while actively developing new business.
Are there remote mid level insurance sales consultant jobs?
Yes, though availability varies by employer and product line. About 67% of mid level insurance sales consultant openings are remote or hybrid as of July 2026, with fully remote roles most common in individual life, health, and supplemental benefits where client meetings occur virtually. Commercial and group lines more often require in-person or hybrid presence.
How do I move up to a mid level insurance sales consultant role?
Progression into mid level comes from building a consistent sales record, developing a specialty in a product line or client segment, and demonstrating you can manage a book of business independently. Earning relevant licenses beyond state minimums, showing measurable retention or growth numbers, and taking on mentorship or training responsibilities for newer agents all signal readiness for mid level responsibility.
Which industries hire the most mid level insurance sales consultants?
Mid Level insurance sales consultant roles concentrate in Technology & Software, Insurance, and Healthcare & Medical Services, based on current listings on Migrate Mate as of July 2026. These sectors drive hiring at this level because they need experienced consultants who understand complex coverage needs, can cross-sell products, and are capable of managing high-value commercial or group accounts without day-to-day supervision.