Risk Advisor – Commercial Lines
Relation Insurance Services
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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Salary
💰 $100,000 - $250,000 per year
About the role
- Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
- Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
- Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.
- Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources.
- Documents new business activity in Relation’s sales tracking system.
- Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system.
- Develops and presents recommendations to clients based on consultative selling approach.
- Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.
- Recommends and assists clients with technical services including loss control and claims. advocacy programs utilizing our in-house loss control and claims advocacy teams.
- Seamlessly transitions sold clients to the designated client service/account management team.
- Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.
- Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.
- Has a keen sense of humor, a competitive drive and winning spirit.
- Performs other duties and special projects as assigned.
Requirements
- Property and Casualty Insurance License is required and must be maintained.
- College degree or minimum 2 years’ sales experience in the insurance industry is preferred.
- Experience working with complex commercial coverage.
- Strong negotiator, avid problem solver and works well with different personalities to ensure sale.
- In depth understanding of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures.
- Outstanding interpersonal and communications skills are required to explain complex coverages, receive and interpret information and respond appropriately.
- Ability to prioritize and handle multiple tasks in a demanding work environment.
- Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word).
- Must be computer literate with the ability to learn new software applications.
Benefits
- Competitive pay.
- A safe and healthy work environment provided by our robust benefit program including family health and wellness programs.
- 401K.
- Employee assistance programs.
- Paid time off.
- Paid holidays.
- Career advancement and development opportunities.
- Paid training and continuing education to obtain/maintain your insurance license.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales planningconsultative sellingrisk assessmentloss controlclaims advocacyinsurance ratingunderwriting proceduresnegotiationproblem solvingpipeline management
Soft Skills
interpersonal skillscommunication skillsrelationship buildingcompetitive drivesense of humoradaptabilityprioritizationmultitaskingleadershipstrategic thinking
Certifications
Property and Casualty Insurance License