Risk Advisor - Employee Benefits

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, keep up-to-date on business community activities to generate leads, and maintain and service 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 demonstrates expertise in selected industry vertical(s).
• 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

• Excellent communication skills.
• Knowledge of insurance markets, products, and usages.
• Microsoft Office proficiency (Excel, PowerPoint, Word).
• Strong networking and strategic vision.
• Ability to prioritize and handle multiple tasks.

Benefits

• Competitive pay.
• Safe and healthy work environment provided by a 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 structure are not specified in the job posting.

Schedule

Details on schedule are not specified in the job posting.