Relation Insurance Services

Risk

The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts.
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.
Projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.
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.
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 the appropriate system(s) and closes new business, documenting won/loss opportunities.
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.
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 projects, duties, and tasks, as assigned.

Risk Advisor - Employee Benefits