Advisor, Commercial Risk - Insurance Advisory Solutions
About The Position
The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. The role builds and maintains relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. Advisors present proposals, explain coverages, finalize sales, collect required documentation, and brief the service team on policy sales. They develop prospects through community involvement, industry relationships, networking, seminars, and referrals, and are expected to meet monthly new-business goals. The position requires maintaining knowledge of the insurance industry and partner underwriting criteria, and representing the firm positively in the community and with insurance company partners. Advisors are expected to work accurately and promptly, minimize errors and omissions risk, follow firm policies and procedures, identify process improvements, and bring issues to leadership. The work takes place in a fast-paced, multitasking environment. Required state insurance licenses must be maintained, or the employee must be willing and able to obtain all required licenses within the first 90 days of employment.
Requirements
- Maintain all state Department of Insurance licenses required to provide service, consultation, and financial risk transfer solutions in the states where the firm operates, or be willing and able to obtain them 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.
- Demonstrate strong organizational skills and attention to detail.
Responsibilities
- Present proposals professionally and review coverages in detail to ensure client understanding.
- 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 procedures for writing new accounts.
- Maintain accuracy, timeliness, and completion in interactions with clients, the firm, and insurance company partners to minimize potential errors and omissions claims.
- Maintain knowledge of the insurance industry and underwriting criteria of the firm's insurance company partners.
- 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, and bring issues and discrepancies to appropriate leadership.
- Meet monthly new-business goals.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
