Employee Benefits Insurance Sales - Risk Advisor

About the role

North Risk’s Employee Benefits #oneTEAM is currently seeking a driven and enthusiastic Risk Advisor. This position will build business by identifying prospects, converting prospects to clients and maintaining relationships with existing clients. Risk Advisors are required to generate new business to meet minimum sales goals established by North Risk Partners.

Responsibilities

• Prospect and generate new business appointments
• Analyze and develop solutions for prospective and current client business insurance needs
• Develop strong relationships with clients through advising and offering all value-added services available through North Risk Partners
• Sell/refer business across all departments (i.e., property and casualty, employee benefits and personal lines)
• Study trends and advancements in the insurance and finance industries as well as changes to the regulatory climate for businesses and the insurance industry overall to keep knowledge current and plan strategically
• Attend and actively participate in agency sales training meetings
• Develop and maintain positive relationships with partner insurance carriers
• Continuously fill the sales pipeline and meet monthly goals associated with the pipeline
• Enter activity and other relevant information into the company’s software system(s) in accordance with company procedures
• Follow all federal and state regulations, and best practices for avoiding errors and omissions
• Collect overdue account receivable balances from customers. See company policy
• Continue professional development; pursue and maintain professional designations if applicable
• Travel as necessary to meet client needs

Requirements

A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 3 years in a sales role; ability to obtain & maintain a life & health license; commission based sales experience is helpful, but not required; demonstrated experience with prospecting and proactive outreach; experience with building new relationships and maintaining existing ones.

Behavior expectations: role model for North Risk Partners’ core values, mission, and desired culture; demonstrate enthusiasm and a positive attitude; professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders; team player who collaborates and works well with coworkers; professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers.

Physical requirements: perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds; twist, bend, stoop, kneel, squat, stand, walk, and reach frequently; hear, speak, and effectively verbally communicate in English; sit at a desk for extended periods and perform long hours of work at a computer; move around office/building/facilities repeatedly; apply manual dexterity, visual acuity for computer keyboarding, office equipment use, review of detailed reports, fine print, warning labels; must possess valid driver’s license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings; able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed.

Tools and equipment