Risk Advisor – Commercial Lines

Role Overview

• 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 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.

Requirements

• 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
• Career advancement and development opportunities
• Paid training and continuing education to obtain/maintain your insurance license.