Advisor

CAC Group • New York, NY

1d

About The Position

The Advisor 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 develops and presents information and recommendations for prospective accounts, reviews coverage details to ensure client understanding, finalizes sales, gathers required documentation, and briefs the service team on policy sales. The position requires maintaining knowledge of the insurance industry and partner underwriting criteria, representing the firm positively, and meeting monthly new-business goals. It operates in a fast-paced, multi-tasking environment and requires travel. Other duties may be assigned as organizational needs arise.

Requirements

• Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint.
• Ability to learn appropriate insurance company and firm software programs.
• Maintain all licenses required by the State Department of Insurance for risk management consulting or risk transfer solutions in states where the firm operates, or be willing and able to obtain required licenses within the first 90 days of employment.
• Ability to work as a self-starter and influence others through effective verbal and written presentation skills.
• Strong organizational skills and attention to detail.
• Travel is required.
• Ability to lift up to 10 pounds, with some walking, standing, reaching, and use of hands for computer work.

Responsibilities

• Present proposals professionally and review coverages in detail to ensure understanding.
• Communicate effectively with clients, prospects, insurance company partners, and the service team.
• Finalize sales, collect necessary 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 when interacting with clients, the firm, and insurance company partners to minimize potential errors and omissions claims.
• Maintain knowledge of the insurance industry and the underwriting criteria of the firm's insurance company partners.
• Represent the firm positively in the community and with insurance company partners.
• Look for opportunities to improve the firm, business segment, and processes.
• Bring issues and discrepancies to the attention of appropriate leadership.
• Meet monthly new-business goals.
• Perform other functions as assigned by leadership.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed