Advisor, Commercial Risk - Insurance Advisory Solutions

Advisor, Commercial Risk

Responsible for selling new accounts and renewing existing accounts in line with firm and individual goals. Build and maintain relationships with clients, prospects, service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.

• Present proposals professionally, review coverages in detail to ensure understanding.
• Communicate with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalize the sale, collect necessary documents and applications, and brief the service team on the policy sale.
• Develop prospects by engaging in community affiliations, attending partner-hosted seminars, building relationships with industry contacts, networking events, and referrals from current accounts.
• Develop information and recommendations for prospective accounts, present proposals and adhere to firm policies and procedures for writing a new account.
• Maintain accuracy, timeliness, and completion when interacting with current and prospective clients, the firm and partners, minimizing potential for errors and omissions claims.
• Maintain understanding and knowledge of insurance industry and underwriting criteria for represented partners, and effectively communicate to all involved.
• Represent the firm positively in the community and with insurance partners.
• Perform other functions as assigned by leadership.
• Look for opportunities to improve the firm, business segment, and processes; bring issues and discrepancies to appropriate leadership.
• Meet monthly new business goals.

• Certification(s):
  None required; none preferred.
• License(s):
  Maintain a Property & Casualty license as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm operates, or be willing and able to obtain all required licenses within the first 90 days of employment. Maintain all licenses as required.

• Demonstrates the organization’s core values and exudes behavior aligned with the firm’s culture.

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to learn any other appropriate program or software system used by the firm as necessary.

• None.

• Fast-paced multi-tasking environment.
• Travel as needed.

BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.