Bridge Specialty Group-posted 2 days ago
Full-time • Mid Level
Lafayette, LA

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Insurance Sales and Risk Advisor to join our growing team in Lafayette, LA . The Insurance Sales and Risk Advisor is responsible for driving new business, renewing accounts, and providing proactive risk management solutions. Reporting to a Profit Center Leader or executive, this role builds and maintains client relationships, identifies cross-selling opportunities, and delivers tailored insurance strategies. The Advisor also supports claims advocacy and contributes to team development through collaboration and mentorship.

  • Identifying prospects for business from existing and prospective clients
  • Maintaining a consistently strong and active new business pipeline
  • Developing new relationships with individuals responsible for insurance and risk management decisions at prospective clients.
  • Aggressively identifying and pursuing cross-selling opportunities amongst existing clients.
  • Obtaining referral leads from existing clients.
  • Participating and taking leadership roles in targeted civic and professional associations.
  • Designing individual prospect sales strategies and developing unique prospect programs.
  • Understanding our value proposition for each opportunity and aligning the firm’s resources and expertise with individual client sales strategies.
  • Maintaining consistent and high-quality touch points with clients and prospects.
  • Providing proactive risk management advice to existing clients and resolving client issues before they become “problems"
  • Insurance License (Property & Casualty)
  • BS, BA or 5-10 years plus relevant work experience in insurance or business to business sales
  • Proficient with Microsoft Office Applications (Word, Excel, Outlook)
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality
  • 1 – 3 years’ experience in a similar position
  • CIC designation (preferred)
  • Bachelor’s degree in a business or financial related discipline (Preferred)
  • Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
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