Senior Advisor - Commercial Risk

Overview

The Senior Advisor sources and sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, service teams, insurance company partners and centers of influence, while identifying and soliciting sales prospects. Responsible for driving success on the market business sales plan and be an advocate for change if market conditions change.

In addition, serves as the primary contact for both internal and external clients in their geographic area and escalates or mitigates risk to the firm as necessary. Creates and maintains a cohesive team environment that gives colleagues a sense of belonging and mattering through articulating the firm’s vision.

• Gather information and develop recommendations for prospective clients, present proposals in a professional manner by reviewing coverages in detail to ensure understanding.
• Communicate with clients, prospects, insurance company partners, and service teams in an articulate and effective manner.
• Finalize the sale, coordinate the collection of deposits, arrange for binders and certificates, and brief the service team on the policy sale.
• Develop prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
• Effectively coach, mentor and manage the professional development of colleagues and demonstrate a high level of confidentiality.
• Maintain accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
• Maintain an understanding and knowledge of insurance industry and underwriting criteria.
• Meet monthly new business goals.
• Demonstrate the firm’s core values, exuding behavior which aligns with the firm’s culture.

• Self‑starter who works independently with the ability to influence others through effective verbal and written presentation skills.
• Ability to learn relevant insurance company and firm software systems.
• Demonstrate the organization’s core values, exuding behavior that is aligned with the corporate culture.
• Positively represent the firm and our insurance company partners in the community.
• Look for opportunities to improve the organization, business segments, and processes.
• Bring issues and discrepancies to appropriate leadership for review.

• Obtain and maintain insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
• Minimum of 5-7 years in the insurance industry in an advisor position required.
• Prior leadership and/or ownership in a firm with proven success preferred.
• Perform other functions as assigned by leadership.

Fast paced, multi‑tasking environment.

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Starting pay is $145,000 + and negotiable at time of offer.