Risk Advisor - Commercial Lines

Risk Advisor – Commercial Lines

Relation Insurance Services seeks a Risk Advisor for its commercial lines team. The successful candidate will focus on new insurance account production, sales activities, and maintaining a profitable book of business.

Relation Insurance is a leading, innovative company committed to excellence and delivering cutting‑edge solutions. We foster a dynamic, collaborative culture that drives success for our clients and our people.

The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual conducts market research, develops a base of business to educate, promote and sell insurance services, keeps current on community activities to obtain leads, and maintains service for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, carriers, co‑workers and others.

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibit thought leadership & industry engagement through associations, speaking panels and demonstrate expertise in selected industry verticals.
• Develop an annual individual sales plan with a pipeline coverage ratio of 5X to meet goals.
• Build an active pipeline of qualified prospects and generate leads from contacts, referrals and campaigns.
• Document new business activity in Relation’s sales tracking system.
• Appropriately close new business, documenting win/loss opportunities and reasons for all clients.
• Develop and present recommendations to clients based on consultative selling.
• Assess & identify risk issues, needs and potentially uninsurable exposures for clients.
• Recommend and assist clients with technical services including loss control and claims advocacy.
• Seamlessly transition sold clients to the designated client service/account management team.
• Serve as a client’s valued advisor, building strategic relationships with key decision makers.
• Communicate with leadership, providing field input on market trends, competitor analysis and business intelligence.
• Possess a keen sense of humor, competitive drive and winning spirit.
• Perform other duties and special projects as assigned.

• Property and Casualty Insurance License required and must be maintained.
• College degree or at least 2 years of sales experience in the insurance industry preferred.
• Experience with complex commercial coverage.
• Strong negotiator, problem solver, and able to work with diverse personalities.
• In-depth understanding of insurance markets, products, underwriting procedures.
• Outstanding interpersonal and communication skills to explain complex coverages.
• Ability to prioritize and handle multiple tasks in a demanding environment.
• Proficient in Microsoft Office (Excel, PowerPoint, Word) and computer literate with willingness to learn new software.

• Competitive pay.
• Safe and healthy work environment with comprehensive benefit program including health & wellness, 401(k), employee assistance, paid time off and holidays.
• Career advancement and development opportunities.
• Paid training and continuing education to obtain/maintain insurance license.

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 or gender identity. This applies to all terms and conditions of employment, including recruitment, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.

The wage range for this role considers skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for geographic differential. Participation may also be eligible for a discretionary annual incentive program, subject to program rules.