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Commercial Insurance Broker

Pioneer Bank • Albany, NY • 21h ago

Full Time

Sales

Headquarters, Albany, NY, US

Salary Range: $75,000.00 To $85,000.00 Annually

POSITION:

Commercial Insurance Broker

LOCATION:

Headquarters

REPORTS TO:

Vice President - Insurance Agency Manager

CLASSIFICATION:

Full Time, Exempt

STARTING PAY:

$75,000 - $85,000 base + commission

AVAILABILITY:

Monday-Friday 8:30am-5:00pm

Position Summary:

Plays a key role in generating new revenue by actively developing and closing a pipeline of Property & Casualty (P&C) opportunities. This individual will focus on commercial lines, leveraging direct outreach and referrals from business partners and centers of influence to drive growth. Through a strategic approach to territory development, targeted prospecting, and consultative selling, the Commercial Insurance Broker will be instrumental in expanding the agency's market presence and client base.

Key Responsibilities:

Proactively prospect to business owners, individuals, and other business partners to generate new P&C sales opportunities; relationship building, networking, campaigns, cold calling and digital lead generation are key.

Qualify opportunities, gather underwriting/risk data, communicate with underwriting, and quote policies that align with the expressed needs of the prospect/client.

Demonstrate deep industry knowledge and professionalism while delivering compelling sales proposals-both in person and virtually. Effectively address objections and guide prospects or clients toward tailored insurance solutions that meet their individual or business needs.

Collaborate with the agency service team members for a seamless transition of new business clients.

Maintain regular communication with clients to nurture relationships, proactively identify any issues or concerns, and explore opportunities to offer additional products or services available across the organization's divisions. Additionally, serve as the primary relationship manager for select clients.

Must handle multiple accounts in progress with tight deadlines; strong attention to detail and superior time management skills are required.

Stay informed of carrier changes and advise both clients and team members accordingly.

Utilize the office's agency management system as the operational hub-logging all prospecting and client interactions, activity notes, stage changes, and win/loss outcomes; scheduling automated alerts and workflows to ensure deadlines are met.

Attend community events, foster relationships within professional and personal networks, and participate in activities that drive new business sales goals.

Performs other duties as may be requested by agency and organization leadership.

Qualifications & Competencies:

High School graduate (or GED) required.

Bachelor's degree (Insurance/Risk Management, Business, or related field) preferred.

Professional designations such as CIC/CLCS/PLCS/CISR preferred.

Must have valid Property & Casualty licenses or must obtain them within 30-60 days of hire. Ongoing compliance with continuing education requirements is required to maintain the license in good standing.

2-5 years of experience in Property & Casualty sales, account management, or customer service within an agency or broker setting. Equivalent or related experience will also be considered.

Skilled in agency management systems (Applied Epic, preferred).

Proficiency in handling high-volume phone and email service inquiries, as well as policy quoting, is essential.

Trusted to handle sensitive PII/financial data.

Must have access to reliable transportation on short notice and valid driver's license plus ability to maintain this throughout employment.

As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

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