Personal Lines Risk Advisor - Insurance Sales

Job Summary

North Risk’s Personal Lines #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.

Essential Responsibilities

• Possess a high school degree, bachelor’s degree, and a minimum of 2 years in a personal insurance sales role.
• Obtain and maintain a property & casualty license.
• Generate new business to meet minimum sales goals.
• Analyze and develop solutions for prospective and current client personal insurance needs.
• Build 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., commercial & employee benefits).
• Stay updated on trends and advancements in the insurance and finance industries as well as changes to the regulatory climate for businesses and the insurance industry overall.
• Attend and actively participate in agency sales training meetings.
• 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.
• 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 2 years in a personal insurance sales role.
• Ability to obtain & maintain a property & casualty 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

• A 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.
• Work collaboratively and effectively with his/her coworkers.
• Carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners.

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 the English language, including following oral and written instructions to communicate with people inside and outside of the organization.
• Sit and a desk for extended periods of time and perform long hours of work sitting at a computer.
• Move around office/building/facilities repeatedly throughout the day.
• Use manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels.

Tools and Equipment Used

• Telephones, calculators, copy machines, computers, printers, and other office equipment.

Work Environment

The work environment is primarily indoors. Exposure to a variety of weather conditions during work related travel and events held outside of the workplace will occur and I acknowledge that I have read, understood, and agree with the contents of this position description. I agree to use my best efforts to fulfill all expectations of the position. I also acknowledge that I am an at-will employee. This job description does not necessarily list all the job functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the right to revise and update job descriptions at any time.

Career Growth

#oneTEAM members receive continuing professional education and development, volunteer time off, paid time off, and paid holidays.

Compensation and Benefits

The estimated base salary range for this full-time position is $60,000 - $71,000 annually, plus commission and benefits. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting. We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more.