Overview
At Bethany Insurance, we believe commercial insurance is about much more than policies—it's about helping businesses manage risk, protect what they've built, and position themselves for long-term success.
As an independent agency, we provide our clients with access to leading insurance carriers and customized risk management solutions across a wide range of industries. Our Commercial Risk Advisors serve as trusted business consultants, helping clients identify exposures, implement strategic insurance programs, and build lasting partnerships.
We're a growing organization that values collaboration, innovation, and responsiveness. Our leadership team is accessible, decisions are made quickly, and our service professionals work alongside our sales team to deliver an exceptional client experience.
If you're looking for an opportunity where your expertise is valued, your earning potential is uncapped, and your success is supported by a collaborative team, we'd love to meet you.
- Develop new commercial insurance opportunities through networking, referrals, centers of influence, marketing-generated leads, prospecting, and community involvement.
- Build trusted relationships with business owners, executives, and decision-makers by understanding their operations, goals, and risk exposures.
- Conduct comprehensive risk assessments and recommend customized commercial insurance and risk management solutions.
- Meet or exceed monthly, quarterly, and annual new business production goals.
- Prepare and deliver professional insurance proposals and presentations.
- Collaborate with our Commercial Lines Service Team to market new business, negotiate with insurance carriers, and deliver outstanding client service.
- Maintain strong client relationships through proactive communication, annual coverage reviews, and strategic renewal planning.
- Identify opportunities to expand existing client relationships through additional coverages and risk management solutions.
- Utilize CRM and agency management systems to manage pipeline activity, document sales efforts, and maintain accurate records.
- Stay current on commercial insurance products, carrier appetite, underwriting trends, market conditions, and industry developments.
- Participate in networking organizations, professional associations, and community events that support business development.
- Follow established sales processes and best practices while continually improving sales effectiveness.
- Serve as a knowledgeable resource for clients throughout the policy lifecycle, including renewals, claims advocacy, and ongoing risk management conversations.
The Commercial Risk Advisor is responsible for developing new commercial insurance relationships while managing and growing an existing book of business. This role focuses on identifying business opportunities, understanding each client's unique risk profile, and delivering tailored insurance and risk management solutions.
The ideal candidate is a consultative sales professional with a passion for helping businesses, developing long-term relationships, and consistently exceeding sales goals.
Preferred Qualifications
- Existing network of business relationships within Southern California.
- Professional designations such as CPCU, CIC, CRM, ARM, or a commitment to ongoing professional development.
- Experience selling small to middle-market commercial insurance programs.
Ready to Build Something Bigger?
If you're an experienced commercial insurance professional who enjoys helping businesses succeed, values long-term relationships over transactional sales, and wants to be part of a growing agency that invests in its people, we'd love to hear from you.
Apply today and discover why Bethany Insurance is a great place to build your career.
Pay: From $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Work Location: Hybrid remote in San Dimas, CA 91773
