Risk Advisor - Commercial Lines

About the role

The Risk Advisor plays a crucial role in new insurance account production and sales activities within assigned accounts. They conduct market research, develop business relationships, and sell insurance services 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 demonstrations of expertise in selected industry verticals.
• Develops an 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 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 a 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.
• Safely transitions sold clients to the designated client service/account management team.
• Serves as a 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 a winning spirit.
• Performs other duties and special projects as assigned.

Requirements

• Property and Casualty Insurance License is required and must be maintained.
• A 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 sales.
• In-depth understanding of insurance markets, products, and usages is necessary, as well as insurance rating and underwriting procedures.
• Outstanding interpersonal and communication skills 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 communication skills 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 communication skills.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Proficient skills in Microsoft Office (primarily Excel, PowerPoint, and Word).
• Computer literacy with the ability to learn new software applications.

Benefits

• Career advancement and development opportunities.
• Paid training and continuing education to obtain/maintain your insurance license.

Pay

$100,000.00 - $250,000.00

Schedule

Not specified