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Risk Advisor - Commercial Lines Sales @Relation Insurance Services, Inc. - Central

[Hiring] Risk Advisor - Commercial Lines Sales @Relation Insurance Services, Inc. - Central

Mar 21, 2025 - Relation Insurance Services, Inc. - Central is hiring a remote Risk Advisor - Commercial Lines Sales. đź’¸ Salary: $100,000.00 - $250,000.00. đź“ŤLocation: USA.

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Role Description

The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts.

  • 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.

What You'll Be Doing

  • 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.
  • 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.
  • 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.

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.

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.

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đź“Ť Be aware of the location restriction for this remote position: USA
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Back to Remote jobs  >   Sales / Business
Risk Advisor - Commercial Lines Sales @Relation Insurance Services, Inc. - Central
Sales / Business
Salary đź’¸ $100,000.00 - $250,000.00
Remote Location
USA
Job Type full-time
Posted Mar 21, 2025
Apply for this position Unlock 53,221 Remote Jobs
️
đź“Ť Be aware of the location restriction for this remote position: USA
‼ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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