Risk Advisor – Commercial Lines

Relation Insurance Services

Risk Advisor responsible for new insurance account production and sales activities at Relation Insurance. Engaging in consultative sales and risk assessment for clients with a focus on commercial coverage.

Posted 5/15/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $100,000 - $250,000 per yearWebsite

About the role

Key responsibilities & impact

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
Performs other duties and special projects as assigned.

Requirements

What you’ll need

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

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales planningconsultative sellingrisk assessmentloss controlclaims advocacyinsurance ratingunderwriting procedurescommercial coveragepipeline managementlead generation

Soft Skills

negotiationproblem solvinginterpersonal skillscommunication skillsrelationship buildingprioritizationmultitaskingadaptabilitystrategic thinkingclient advisory

Certifications

Property and Casualty Insurance License