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Commercial Insurance Advisor-Management and Professional Lines

Sales | New York, NY | Full Time

Job Description

About Us:

We were founded in 2015 by entrepreneurs who saw the opportunity to reinvent the $100 billion small business insurance industry by using data, design, and technology. Today CoverWallet is the easiest way for businesses to understand, buy, and manage insurance online, and we have grown to more than 300 employees around the world. CoverWallet is one of the fastest-growing InsurTech companies and was named one of the promising startups for the CNBC Upstart 100 in 2018, won the 2017 Best Insurtech Solution from the Benzinga Awards and was named “One of the Most Entrepreneurial Companies in America” by Entrepreneur Magazine.

Job Summary:

This position focuses on educating clients on management and professional liability risk and insurance products, submitting and brokering business, presenting and closing opportunities and servicing accounts. This role is fast-paced and an ideal fit for goal-oriented, hardworking individuals looking to make a difference. KPIs/Metrics are transparently shared daily during departmental update meetings and displayed reader boards.

You will receive a competitive base salary and have the chance to earn performance bonuses based on your individual and team performance

Essential Job Functions:

  • Meets personal and team sales targets as established, focusing on small to midsize accounts which are stable in nature within identified markets

  • Contacts assigned prospects to sell multiple product units by nature of clients

  • Reviews client’s business and financial data to ascertain whether products meet the client’s needs and circumstances

  • Negotiate terms with internal and external underwriting staff 


Education/Experience :

  • Bachelor’s degree in business or relevant area of study

  • Property and Casualty License Preferred

  • 2-5 years of experience with one or more management and/or professional lines of insurance (D&O, E&O, EPL, Fiduciary, Cyber, Crime)

  • Experience working in a highly regulated industry

  • Insurance sales, prospecting and relationship management experience


  • Basic computer literacy, G suite preferred and Salesforce a plus.

  • Strong ability to communicate via email and phone.


  • Ability to build strong relationships, initiate action and adjust to change are key attributes to this role

  • Demonstrated strong verbal, written and interpersonal communication skills

  • Creative problem solver with strong analytical skills; self-motivated; excellent communication skills

  • Ability to take the initiative to gather and use customer feedback to identify both needs and opportunities

Physical Requirements/Work Environment:

  • Must be able to stand, walk, sit; use hands to handle or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch or crawl; talk and hear

  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Employer’s Disclaimer:

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor.

This document does not create an employment contract, implied or otherwise, other than an “at-will” relationship.

CoverWallet is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.