Employee Benefits - Risk Advisor

About the role

The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual will conduct market research, develop business, educate, promote, and sell insurance services, keep up-to-date on business community activities to generate leads, maintain and service a profitable book of insurance business for existing clients, project a professional company image, and provide strategic advice to clients.

Responsibilities

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibits thought leadership & industry engagement through associations, speaking panels, and general demonstration of expertise in selected industry verticals.
• Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or in line with current company metrics to ensure stated goals are consistently met.
• Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC's), other Relation colleagues, and Relation marketing sources.
• Documents new business activity in the appropriate system(s).
• Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time.
• Develops and presents recommendations to clients based on consultative selling approach.
• Affirms and identifies risk issues, needs, and possible uninsurable or difficult to insure exposures for clients.
• Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams.
• Servingly transitions sold clients to the designated client service/account management team.
• Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.
• Communicates with leadership, providing field input on market trends, competitor analysis, and other business intelligence.

Requirements

• A life and health license from the state of domicile is required and must be maintained.
• A minimum of 2+ years sales experience in the insurance industry with a focus on Employee Benefits coverage is required.
• A college degree preferred with preference given to individuals with experience in Risk Management.
• Strong networking and strategic vision of relationship building and utilization of Centers of Influence (COI).
• Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of complex employee benefits lines of coverage.
• Outstanding written and verbal communications skills to maintain effective relationships with clients, co-workers, underwriters, vendors, and others.
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word).
• Must be computer literate with the ability to learn new software applications.
• Strong working knowledge of insurance markets, products, and usages, as well as insurance rating and underwriting procedures.
• A valid driver’s license, the ability to travel to client sites, and a reliable source of transportation.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Ability to work independently and on a team.

Qualifications

• Must have a keen sense of humor, a competitive drive, and a winning spirit.

Skills

• Consultative selling approach
• Market research and analysis
• Client relationship management
• Technical services provision
• Strategic planning and execution
• Industry engagement and association participation

Benefits

• Competitive pay
• Safe and healthy work environment
• Robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays, and more
• Career advancement and development opportunities

Pay

Details on pay range are not specified in the job posting.

Schedule

Details on schedule are not specified in the job posting.