Commercial Insurance Broker

A Commercial Insurance Broker is responsible for providing expert advice and services to businesses regarding their insurance needs. This role involves assessing risks, recommending appropriate coverage, and ensuring clients receive the best possible insurance solutions utilizing CAL Financial's extensive network of top-insurance carriers.

Key Responsibilities

Client Acquisition

Identify and pursue new business opportunities.

Build and maintain relationships with potential and existing clients.

Policy Analysis

Evaluate clients' insurance needs and risks.

Analyze various insurance policies and coverage options.

Client Service

Provide ongoing support and advice to clients regarding their insurance policies.

Assist clients with claims processing and policy renewals.

Market Research

Stay updated on industry trends and changes in insurance regulations.

Research and compare insurance products from different providers.

Documentation and Compliance

Prepare and present insurance proposals to clients.

Ensure all documentation complies with legal and regulatory requirements.

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

Responsibilities

Develop and maintain strong client relationships

Assess client needs and provide tailored insurance solutions

Stay updated on industry trends and regulations

Collaborate with team members to enhance service delivery

Prepare and present insurance proposals to clients

Bachelor's degree preferred, but not required. Valid and active Property/Casualty insurance license.

This role will be compensated as a 1099 contractor. Strong contracting, training and administrative support will be given throughout your tenure with CAL Financial.

Open to book rolls from brokers in other agencies.