Risk Advisor - Commercial Lines

About the role

The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing 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 in general demonstrates expertise in selected industry vertical(s).
• Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.
• Buils 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 Relation’s sales tracking system.
• Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system.
• 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.
• Semantically 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.
• Has a keen sense of humor, a competitive drive and winning spirit.
• Performs other duties and special projects as assigned.

Requirements

• Property and Casualty Insurance License is required and must be maintained.
• College degree or minimum 2 years’ sales experience in the insurance industry is preferred.
• Experience working with complex commercial coverage.
• Strong negotiator, avid problem solver and works well with different personalities to ensure sale.
• In-depth understanding of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures.
• Outstanding interpersonal and communications skills are required to explain complex coverages, receive and interpret information and respond appropriately.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word).
• Must be computer literate with the ability to learn new software applications.

Qualifications

• Outstanding interpersonal and communications skills are required to explain complex coverages, receive and interpret information and respond appropriately.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word).
• Must be computer literate with the ability to learn new software applications.

Skills

• Outstanding interpersonal and communications skills are required to explain complex coverages, receive and interpret information and respond appropriately.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word).
• Must be computer literate with the ability to learn new software applications.

Benefits

• Family health and wellness programs.
• 401K.
• Employee assistance programs.
• Paid time off.
• Paid holidays.

Pay

$100,000.00 - $250,000.00

Schedule

Not specified