This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

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.
• Maintains and services a profitable book of insurance business for existing clients.
• Projects a professional company image through all interactions with clients, insurance carriers, co-workers, and others.

Qualifications

• 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.

Requirements

• 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 one that is in line with current company metrics.
• 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.
• Assesses & 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 in-house teams.
• Seamlessly 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.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our 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.
• Paid training and continuing education to obtain/maintain your insurance license.