High Net Worth Advisor

High Net Worth Advisor

Join to apply for the High Net Worth Advisor role at Relation Insurance Services.

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.

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.

• 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, surveys loss exposures, needs, and possible uninsurable or difficult to insure 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.

• 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.
• Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

• Competitive pay.
• A…