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Commercial Insurance Advisor Salesforce Houston, TX ref
US-TX-Houston, TX
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Commercial Insurance Advisor Salesforce Houston, TX ref

$30,000 - $40,000

Skills: Commercial Insurance Sales, Communication Skills, G Suite, Salesforce

Job description Job insights Screening questions Candidate pipeline Avoid duplicate Remove from worklist

Experience level: Junior Level (less than 5 yrs exp.) Experience required: 2 Years Education level: Bachelor’s degree Job function: Business Development Industry: Insurance Compensation: $30,000 - $40,000 Total position: 5 Relocation assistance: No Visa : Only US citizens and Greencard holders


founded in 2015 to reinvent the $100 billion small business insurance industry by using data, design, and technology. As a part of Aon, a leading global professional services firm providing a broad range of risk, retirement and health solutions with 50,000 colleagues in 120 countries, CoverWallet has the mentality and culture of a high-growth startup with the backing and support of a global multinational company.

CoverWallet is the easiest way for businesses to understand, buy, and manage insurance online and has been recognized as a CNBC Upstart 100, won the Best Insurtech Solution from the Benzinga Awards and was named “One of the Most Entrepreneurial Companies in America” by Entrepreneur Magazine.


The Commercial Insurance Advisor focuses on educating clients on risk and insurance products, submitting and brokering business, presenting and closing opportunities and servicing accounts. You will receive a competitive base salary and have the chance to earn performance bonuses based on your individual and team performance. 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.


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



Bachelor’s degree in business or relevant area of study is preferred

Valid Property and Casualty License preferred

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

jonathan thompson
San Diego, CA 92126

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