Prevail Recruiting · 2 weeks ago
Commercial Insurance Sales Advisor
Cleveland, OH
Full-time
Onsite
Mid Level
$65K/yr - $200K/yrPrevail Recruiting is a well-established agency dedicated to providing risk management and insurance solutions across various industries. They are seeking a motivated Insurance Advisor to build relationships with clients, tailor insurance solutions, and guide them through risk management strategies.
Staffing & Recruiting
Hiring Manager
Jonathan Santo
Responsibilities
Client Consultation & Risk Assessment
Meet with clients to understand their insurance needs and assess potential risks
Provide personalized recommendations for coverage across personal, commercial, and specialty lines of insurance
Educate clients on policy details, coverage options, and risk management strategies
Sales & Business Development
Proactively generate new business through networking, referrals, and community engagement
Manage a portfolio of clients and ensure growth through upselling, cross-selling, and renewals
Achieve individual and team sales goals, contributing to overall agency performance
Account Management
Build long-term client relationships with a focus on trust, transparency, and ongoing support
Monitor existing policies and advise clients on changes or updates as their needs evolve
Assist with claims support and advocate for clients throughout the process
Risk Management Advisory
Identify potential risks and develop strategies to minimize exposure for clients
Provide guidance on loss prevention and industry best practices
Stay informed on industry trends, regulations, and emerging risks
Qualification
Required
Proven experience in B2B sales, insurance sales, financial advising, or risk management (insurance agency or brokerage setting preferred but not required)
Ability to analyze client needs and recommend tailored solutions
Excellent communication, negotiation, and interpersonal skills
Self-motivated with strong organizational and time management abilities
Active insurance license(s) or willingness to obtain (state-specific requirements)
Preferred
Strong knowledge of insurance products preferred. (life, health, auto, home, commercial, etc.). Also open to candidates with B2B sales experience outside of the insurance industry
Benefits
Professional development and ongoing training support.
Opportunities for career growth within a respected agency.
A supportive, client-first culture with strong community presence.
Company
Prevail Recruiting
Prevail Recruiting is a next-generation staffing agency combining industry-leading tools with the Top 10% recruiters in the industry to deliver faster, higher-quality hires.
Founded in 2025
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase