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$85,000–$110,000/yr
US Unlimited PTO

  • Meets established sales quotas through cold calls, appointments, and prospect presentations.
  • Acts as subject matter expert to master chosen area of focus for long-term success.
  • Manages a book of business and collaborates with Client Service to place new business and analyze renewals.

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20 jobs similar to Client Advisor - Commercial Lines

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US Unlimited PTO

  • Meets established sales quotas on monthly, quarterly, and annual basis.
  • Utilizes sales and marketing tools to execute results-oriented activities such as cold calls and prospect presentations.
  • Collaborates with Client Service to analyze renewal business and place new business accounts.

Trucordia is an insurance brokerage offering an unrivaled combination of people, tools and solutions. With more than 5,000 team members across 200 offices in the U.S., they celebrate individual and collective successes and value collaboration and results.

US Unlimited PTO

  • Serve as the first point of contact for clients, providing prompt and professional service.
  • Manage placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
  • Maintain strong carrier relationships to secure competitive quotes and ensure successful renewal and retention.

Trucordia is an insurance brokerage built from successful community businesses across the US, offering an unrivaled combination of people, tools, and solutions. With over 5,000 team members across 200 offices, we are ranked as one of the fastest-growing companies in the US, where we actively care about our clients and each other.

US 3w PTO

  • Handle inbound calls and warm leads, consulting customers on insurance needs and converting sales leads into policyholders.
  • Receive paid training, licensing in all 50 states, and a dynamic role directed at warm leads only.
  • Enjoy generous earning potential with base salary plus commission, comprehensive benefits, and flexible work arrangements.

Liberty Mutual Insurance is a Fortune 100 company providing protection for the unexpected with care. They are a large organization fostering an inclusive environment with Employee Resource Groups and comprehensive benefits.

US Unlimited PTO

  • Conduct client assessments to evaluate insurance needs and recommend auto, home, life, and health products.
  • Manage policy renewals, claims support, and ensure accurate documentation and compliance.
  • Build strong client relationships, meet sales targets, and report on performance metrics.

NerdWallet brings clarity to financial decisions. We've built an inclusive, flexible culture where employees are empowered to grow and make an impact.

US

  • Schedule appointments and meet existing customers to identify prospects and present product offers.
  • Conduct sales presentations through virtual or on-site meetings.
  • Identify and qualify prospective customers through research, networking, and cold-calling.

XCEL Testing Solutions, a Colibri Group brand, provides online insurance education and securities licensing. The company values include Love, Joy, Boldness, Teamwork, and Curiosity, and has served over 25 million students.

$60,000–$60,000/yr
US 2w PTO 14w maternity 8w paternity

  • Connect with inbound leads via phone, email, and text to understand needs and recommend tailored insurance solutions.
  • Consistently meet or exceed sales targets by building strong customer relationships and applying consultative sales techniques.
  • Clearly communicate the value of Kin's insurance products and guide customers to coverage that protects their assets.

Kin is a homeowners insurance company that uses data, technology, and human support to make insurance simpler and more affordable for homeowners, especially in areas with climate risks and rising costs. Founded in 2016, Kin is a remote-first employer with Kinfolk across 35+ states, and has been recognized as a Best Place to Work by Built In Chicago and Forbes.

$55,000–$75,000/yr
US 3w PTO

  • Handle inbound calls and warm leads to consult with potential and existing policyholders on insurance needs and convert sales leads into policyholders.
  • Utilize strong persuasion and communication skills to close sales and represent the Liberty Mutual brand with integrity.
  • Participate in paid training to obtain necessary licenses and develop sales expertise in a remote work environment.

Liberty Mutual is a Fortune 100 insurance company providing a wide range of insurance products and services. With a large workforce, the company fosters an inclusive culture that values diversity and supports employee well-being.

US

  • Meet established annual sales goals using company sales and marketing tools.
  • Collaborate across the platform to grow and service a notable book of business.
  • Follow Trucordia sales methodologies and best practices, including proper use of sales management tools.

Trucordia is an insurance brokerage built on successful businesses across the U.S., offering an unrivaled combination of people, tools, and solutions. With more than 5,000 team members across 200 offices, the company is ranked as one of the fastest-growing in the country, fostering a culture of care, collaboration, and celebration.

US

  • Develop and be accountable for annual business plans for the region, focusing on new business sales, renewal persistency, and loss ratio.
  • Manage producer relationships through customer service and marketing activities to achieve premium growth for the CFSL team.
  • Represent C&F at industry events and maintain awareness of market trends to align sales strategies with organizational goals.

Crum & Forster's Accident & Health division offers a diverse portfolio of specialty insurance and reinsurance products nationwide, focusing on product development and creative distribution. The A&H Medical Business Unit recorded over $1B in gross premium written at year-end 2025, fostering a culture of inclusion and connection where everyone feels valued.

  • Manage an assigned book of business, ensuring account retention and supporting new business through policy management, renewals, and customer service.
  • Direct daily activities of the account management team, handling complex issues and maintaining technical competence.
  • Monitor accounts receivable, maintain agency systems, and communicate transparently with the team to ensure timely service and compliance.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance solutions. With over 1,300 associates in more than 60 offices across the US and UK, IOA fosters a respectful culture, work-life balance, and community service commitment.

US

  • Provide sales support for insurance clients by creating illustrations, sending compliance forms, and acting as a liaison between carriers and clients.
  • Handle outbound and inbound calls to resolve client service inquiries and problems with speed and composure.
  • Must have an active Life and Health license, be computer literate in Word and Excel, and possess strong communication skills.

Trusted Senior Specialists has served the senior market since 2005 by protecting their health, wealth, and well-being through insurance. The company is a proud member of the Integrity Family of Companies, part of a hyper-growth organization with a strong insurtech focus and a family-like culture.

US Unlimited PTO

  • Serve as primary point of contact for clients within the assigned region, developing and maintaining long-lasting relationships.
  • Achieve and exceed sales and revenue targets, while identifying opportunities for upselling and cross-selling.
  • Conduct regular account reviews and use data-driven analysis to identify trends and growth opportunities.

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. The company has thousands of active agents and plans to accelerate growth.

$165,000–$200,000/yr
United States Unlimited PTO 10w maternity 10w paternity

  • Be a trusted advisor, guiding customers through their life insurance journey with warmth, clarity, and integrity.
  • Connect with warm leads via outbound phone calls, text, and email to drive conversions.
  • Personalize coverage recommendations based on customer needs and provide exceptional service.

Ladder developed a method of real-time underwriting leveraging AI, reducing the months-long process of applying for life insurance to minutes. The company is highly collaborative and fun, with fantastic perks and benefits that reflect a mission of care and support.

US

  • Consult with clients to assess insurance needs and recommend suitable coverage.
  • Manage the full sales cycle from prospecting to closing deals.
  • Maintain client relationships and provide ongoing policy support.

GIA Legacy Planning is an insurance agency focused on helping individuals and families find financial protection. They offer a supportive team environment with advanced technology and training for agents.

$85,000–$130,000/yr
US

  • Close the deal by influencing prospects through the loan application and closing sales within 1–2 calls.
  • Own your pipeline by managing up to 20 active transactions at various stages.
  • Crush metrics by consistently exceeding daily and weekly targets to maximize commission.

Achieve is a leading digital personal finance company that provides innovative, personalized financial solutions to help everyday people move from struggling to thriving. With over 2,500 employees across the United States, we foster a culture of empathy, diversity, and inclusion, offering hybrid and remote work opportunities.

$25,000–$80,000/yr
US

  • Build and manage your own book of business as an independent insurance agent.
  • Leverage Keystone Advisors' extensive carrier relationships, training programs, and technology platforms.
  • Help clients navigate their healthcare and insurance options while growing a sustainable business.

Keystone Advisors helps independent insurance agents grow and scale their businesses through access to top carriers, dedicated contracting support, industry-leading technology, marketing resources, and ongoing training. They foster a collaborative community of successful insurance professionals and provide extensive support to independent agents.

Texas 3w PTO

  • Engage with warm leads via inbound calls, consulting customers on insurance needs and matching coverages to convert sales.
  • Represent the Liberty brand with integrity, building connections and tailoring solutions for individual policyholders.
  • Adapt to a remote work environment, collaborating with the team while maintaining a professional home office setup.

Liberty Mutual Insurance is a Fortune 100 company providing insurance products and services. They foster an inclusive culture with comprehensive benefits, professional development, and Employee Resource Groups.

$85,000–$130,000/yr
US

  • Close deals by influencing prospects through the loan application and closing within 1–2 calls.
  • Own your pipeline of up to 20 active transactions, ensuring no leads fall through the cracks.
  • Identify customer pain points and articulate how our loan product provides the solution, exceeding daily and weekly targets.

Achieve is a leading digital personal finance company helping everyday people move from struggling to thriving with innovative financial solutions. With over 2,500 employees mainly in hybrid roles, we put people first and foster a culture of care, compassion, and empathy.

$150,000–$200,000/yr
US

  • Speak with clients over the phone or Zoom to help them choose life insurance coverage.
  • Work with warm inbound and outbound leads, with no cold calling required.
  • Follow a proven system with clear training and support to track activity and improve sales skills.

Meron Financial Agency is an expanding insurance agency specializing in life insurance sales with a focus on helping families choose coverage. They hire driven agents for a performance-based career and offer training, mentorship, and access to over 60 carriers.

US

  • Identify client needs and recommend tailored insurance solutions
  • Develop and maintain strong client relationships
  • Generate leads through networking, referrals, and company-provided resources

GIA Legacy Planning is a client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company fosters a culture rooted in integrity, mentorship, and continuous professional growth, with a supportive team environment.