Personal Lines Risk Advisor
Leavitt Group
full-time
Posted on:
Location Type: Hybrid
Location: West Jefferson • North Carolina • United States
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About the role
- Actively participates in the retention and growth of Agency book of business by meeting assigned sales goals
- Follows agency procedures for the input, servicing, and maintenance of:
- o New Business
- o Renewals
- o Endorsements
- o Cancellations
- o Billing/Financing
- o Certificates/Schedules of Insurance
- o Payments
- o Quotes
- o Claims
- Reviews accounts to identify and target new business opportunities for existing clients
- Consults with clients to answer queries on subjects such as exposure, coverage, and risk calculations to educate clients on the varied topics regarding risk management and insurance needs in a timely manner
- Recommends insurance coverages to mitigate client’s risk exposure
- Meet agency directed sales goals by the marketing of Personal Lines products through the establishment of relationships, centers of influence and marketing of Agency
- Maintains, identifies, and quantifies risks for agency book of business
- Attends regular scheduled meetings with Personal Lines VP and Agency
- Provides weekly activity reports to VP Personal Lines Sales
- Stays up to date on the use of the latest models or techniques used to provide cutting-edge services to carriers and Agency.
- Stays up to date with industry knowledge and regulations
- Represents Agency in a respectful and dignified manner
- Maintain all necessary licenses and applicable continuing education requirements
- Fulfills other duties as assigned by Executive Leadership team
Requirements
- 3 years insurance sales and service experience (preferred not required)
- Superior sales and customer service experience required
- Superior communication skills both verbal and written
- Strong attention to detail and organizational skills
- Possesses time management and the ability to prioritize
- Intermediate to advanced level consulting and understanding of advanced risk management concepts.
- Ability to quickly establish credibility and rapport with all others
- Experience working in a collaborative environment
- Critical thinking and influencing skills that effectively drive business needs.
- Negotiating change to achieve optimal outcomes.
- Ability to give and receive coaching and feedback
- Ability to multi-task and function in a fast-paced environment
- Knowledge and use of Microsoft Office, Word and Excel
- AMS360 and Agency Zoom knowledge preferred but not required
Benefits
- Affordable Benefits: Medical, Dental, Vision, Life, Long-Term and Short-Term Disability
- Matching 401K plan
- Paid time off (vacation, sick leave, and holidays)
- Paid continuing education and licensing renewals
- Exciting growth opportunities
- New and renewal commission (uncapped) + salary
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance salesrisk managementconsultingcustomer servicesales goalsattention to detailnegotiationmulti-taskingtime managementreporting
Soft Skills
communicationorganizational skillscollaborationcritical thinkinginfluencingcoachingrelationship buildingcredibilityrapportadaptability
Certifications
insurance licensecontinuing education