Personal Lines Insurance Sales - Risk Advisor

North Risk Partners, LLC•Monticello, MN

23h•$60,000 - $71,000•Onsite

About The Position

North Risk’s Personal Lines #oneTEAM is currently seeking a driven and enthusiastic Risk Advisor. This position will build business by identifying prospects, converting prospects to clients and maintaining relationships with existing clients. Risk Advisors are required to generate new business to meet minimum sales goals established by North Risk Partners.

Requirements

A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 3 years in a sales role
Ability to obtain & maintain a property & casualty license
Demonstrated experience with prospecting and proactive outreach
Experience with building new relationships and maintaining existing ones
Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
Move around office/building/facilities repeatedly throughout the day
Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
Must possess valid driver’s license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings
Able to work a flexible work schedule, including overtime, nights, and weekends to attend events and meetings as needed

Nice To Haves

Commission based sales experience is helpful, but not required

Responsibilities

Prospect and generate new business appointments
Analyze and develop solutions for prospective and current client business insurance needs
Develop strong relationships with clients through advising and offering all value-added services available through North Risk Partners
Sell/refer business across all departments (i.e., property and casualty, employee benefits and personal lines)
Study trends and advancements in the insurance and finance industries as well as changes to the regulatory climate for businesses and the insurance industry overall to keep knowledge current and plan strategically
Attend and actively participate in agency sales training meetings
Develop and maintain positive relationships with partner insurance carriers
Continuously fill the sales pipeline and meet monthly goals associated with the pipeline
Enter activity and other relevant information into the company’s software system(s) in accordance with company procedures
Follow all federal and state regulations, and best practices for avoiding errors and omissions
Collect overdue account receivable balances from customers. See company policy
Continue professional development; pursue and maintain professional designations if applicable
Travel as necessary to meet client needs