Risk Advisor - Commercial Lines

Risk Advisor Responsibilities

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibits thought leadership and industry engagement through associations, speaking panels, and demonstrates expertise in selected industry verticals.
• Develops an annual individual sales plan (ISP) with a pipeline coverage ratio of 5X or aligned with current company metrics to ensure consistent goal attainment.
• Builds an active pipeline of qualified prospects by generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPCs), colleagues and marketing sources.
• Documents new business activity and closes new business in the sales tracking system, recording win/loss outcomes and reasons.
• Develops and presents consultative recommendations to clients, assessing risk issues, needs, and potential uninsurable or difficult exposures.
• Recommends and assists clients with technical services such as loss control and claims advocacy programs.
• Seamlessly transitions sold clients to the designated client service/account management team.
• Serves as a valued advisor, building strategic and personal relationships with key client decision makers.
• Communicates with leadership, providing field input on market trends, competitor analysis, and business intelligence.
• Performs other duties and special projects as assigned.

• Property and Casualty Insurance License required and must be maintained.
• College degree or minimum two years of sales experience in the insurance industry preferred.
• Experience working with complex commercial coverage.
• Strong negotiator, avid problem solver, and ability to work well with diverse personalities to ensure sales.
• In-depth understanding of insurance markets, products, usage, rating, and underwriting procedures.
• Outstanding interpersonal and communication skills to explain complex coverages and respond effectively.
• Ability to prioritize and handle multiple tasks in a demanding environment.
• Proficient skills in Microsoft Office (Excel, PowerPoint, Word).
• Computer literate with ability to learn new software applications.

Salary range: $ – $.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.