Risk Advisor – Employee Benefits

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 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.

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