[Hiring] Risk Advisor - Voluntary Benefits @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.

A glimpse into your day:

• 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 the appropriate system(s).
• Appropriately closes new business, documenting won/loss opportunities and reasons for all clients.
• 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 projects, duties, and tasks, as assigned.

Qualifications

• 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 and more.
• Career advancement and development opportunities.