Advisor, Commercial Risk - Insurance Advisory Solutions
About The Position
The Advisor, Commercial Risk sells new accounts and renews existing accounts in alignment with firm and individual goals. The Advisor builds and maintains relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. The role presents proposals, develops recommendations for prospective accounts, completes sales and related documentation, and supports the service team with policy-sale information. The Advisor is expected to meet monthly new-business goals and contribute to improvements in the firm, business segment, and processes. This position operates in a fast-paced, multitasking environment. The role requires maintaining knowledge of the insurance industry and partner underwriting criteria, representing the firm positively, and working accurately and promptly with clients, colleagues, and insurance company partners. Other duties may be assigned as organizational needs arise.
Requirements
- Maintain all licenses required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm operates, or be willing and able to obtain all required licenses within the first 90 days of employment.
- Demonstrate the organization’s core values and behavior aligned with the firm’s culture.
- Have intermediate to advanced knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
- Be able to learn other appropriate programs or software systems used by the firm as necessary.
- Demonstrate strong organizational skills and attention to detail.
Responsibilities
- Present proposals professionally and review coverages in detail to ensure clients understand them.
- Communicate effectively with clients, prospects, insurance company partners, and the service team.
- Finalize sales, collect required documents and applications, and brief the service team on policy sales.
- Develop prospects through community affiliations, partner-hosted seminars, industry relationships, networking events, and referrals from current accounts.
- Develop information and recommendations for prospective accounts, present proposals, and follow firm policies and procedures for writing new accounts.
- Maintain accuracy, timeliness, and completion in interactions with clients, the firm, and insurance company partners, with attention to detail and the goal of minimizing errors and omissions claims.
- Maintain knowledge of the insurance industry and the underwriting criteria of the insurance company partners represented by the firm.
- Represent the firm positively in the community and with insurance company partners.
- Perform other functions assigned by leadership.
- Identify opportunities to improve the firm, business segment, and processes.
- Bring issues and discrepancies to the attention of appropriate leadership.
- Meet monthly new-business goals.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
