[Hiring] Risk Advisor @Relation Insurance Services

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 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.
• 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 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.