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 will conduct market research, develop a base of business, educate, promote and sell insurance services, maintain and service a profitable book of insurance business for existing clients, and build an active pipeline of qualified prospects.

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

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

Full-time