Advisor, Employee Benefits - Insurance Advisory Solutions
About The Position
The Advisor, Employee Benefits 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. The Advisor presents proposals, supports clients in understanding coverage, finalizes sales, and coordinates policy-sale details with the service team. The position also develops new business through community involvement, industry relationships, networking, seminars, and referrals, and is expected to meet monthly new-business goals. The Advisor maintains knowledge of the insurance industry and partner underwriting criteria, represents the firm positively, and works accurately and promptly with clients, the firm, and insurance company partners. The role operates in a fast-paced, multitasking environment and may include other functions assigned by leadership.
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.
Responsibilities
- Present proposals professionally and review coverages in detail to ensure client understanding.
- Communicate articulately and 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, completion, strong organization, and attention to detail when interacting with clients, the firm, and insurance company partners, helping minimize potential errors and omissions claims.
- Maintain knowledge of the insurance industry and underwriting criteria of the firm's insurance company partners to communicate effectively with all involved.
- Represent the firm positively in the community and with insurance company partners.
- Perform other functions as 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
