Risk Advisor - Personal Lines

Risk Advisor - Personal Lines page is loaded## Risk Advisor - Personal Lines locations:
US IL Forest Parktime type:
Full time posted on:
Posted 2 Days Agojob requisition :
JR100840
** WHO WE ARE
** Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
** WHAT WE'RE LOOKING FOR
** 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, and maintains and services a profitable book of insurance business for existing clients.

The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.
** A GLIMPSE INTO YOUR DAY
*** Contacts current, past and potential clients to solicit new and renewed business.
* Follows up on leads and responds promptly and efficiently to referrals. Listens attentively to the needs of the client and makes recommendations accordingly. Requests referrals from current insurance clients.
* Creates and maintains accurate and up-to-date client lists assuring their needs are realized and that they are provided with relevant insurance information appealing to their specific needs.
* Designs custom insurance plans for clients and recommends appropriate coverage, which are appropriate for them. Surveys loss exposures, needs, and possible uninsurable or difficult to ensure exposures for clients. Pre-qualifies insurance prospects for insurability and quality of risk.
* Assures clients are educated concerning agency payment expectations and cancellation procedures.
* Collects premiums and past-due premiums from clients for purchases of new and upgraded coverage and obtains signatures       on applications for clients as required.
* Assures clients are provided with the necessary documentation and information for record-keeping purposes. Creates letters to clients offering coverage, share information and advice regarding insurance matters.
* Prepares summaries of insurance, schedules and proposals. Reviews audits of policies and verifies their accuracy. Assures necessary corrections between the client and the carrier are facilitated.
* Works with Customer Service Reps and/or Managers to review existing policy coverage, upgrade accounts and remarket when possible. Collects information from clients to prepare schedules of insurance, summaries and renewal proposals.
* Reviews appropriate policy change requests and other account activity. Documents automated files as appropriate.
* Participates in insurance marketing events, seminars, trade shows, telemarketing events and continuing education. Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc.
* Prepares a variety of status reports, including activity, closings, follow-up and adherence to goals.
* Documents coverage, exclusions and other specific information on the automated file. Provides detail pertaining to non-standard coverage limitations and binding restrictions to lower errors and commissions exposures.
* Performs other duties and special projects as assigned.
** WHAT YOU'LL NEED TO BE SUCCESSFUL IN

THE ROLE
*** Property and Casualty Insurance License and/or Personal Lines Insurance License is required and must be maintained.
* College degree in Sales, Marketing, Business or other relevant discipline preferred.
* 3 to 5 years’ sales experience in the insurance industry is preferred.
* Experience working with complex personal lines coverage.
* College degree in Sales, Marketing, Business or other relevant discipline preferred.
* 3 to 5…