Relation Insurance Services

You deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business.

Risk Advisor – Employee Benefits

RiskRiskFull TimeRemoteTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

Texas

Posted

98 days ago

Salary

Not specified

Bachelor Degree2 yrs expEnglish

Job Description

• 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 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. • 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 our in-house loss control and claims advocacy 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 projects, duties, and tasks, as assigned.

Job Requirements

  • A Life and Health License from 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.
  • 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 are required 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.
  • Must have 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.

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.
  • Career advancement and development opportunities.

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