Personal Lines Risk Advisor #ESF3194

ExpertHiring•San Diego, CA

3d•Onsite

About The Position

This role is with a top-ranked insurance and risk management firm in San Diego, recognized as a "Best Place to Work." The company values culture, community involvement, personal growth, and employee wellbeing. It is a stable, growing company offering significant career advancement opportunities, competitive compensation, and benefits. The position involves driving new business development and client retention through relationship building with prospects, clients, and centers of influence. It requires a consultative approach to understand business risks and deliver tailored Property & Casualty insurance solutions.

Requirements

Active California Property & Casualty License (required)
Strong experience in Property & Casualty insurance sales / advisory
Proven track record of meeting or exceeding sales targets
Experience in client relationship management and retention
Ability to understand business risks and provide tailored insurance solutions
Background working within an insurance brokerage or agency environment
Property & Casualty insurance expertise
Strong business development / sales ability
Client-facing communication and relationship management
Ability to generate and grow a book of business
Strong negotiation and problem-solving skills
Experience with CRM/AMS systems (Epic preferred)

Nice To Haves

4+ years as a Risk Advisor
Existing transferable book of business
Bachelor’s degree
Experience handling complex commercial accounts
Strong local network / community involvement

Responsibilities

Drive new business development and client retention by building strong relationships with prospects, clients, and centers of influence.
Understand business risks, ask the right questions, and deliver tailored Property & Casualty insurance solutions.
Create and execute a Personal Excellence Plan.
Actively generate leads.
Deliver presentations for new and renewal business.
Follow the company’s TotalRISK sales methodology.
Cross-sell services and generate referrals.
Participate in team-based selling efforts.
Proactively manage renewals and review proposals.
Work closely with internal teams to design appropriate coverage solutions.
Ensure accurate documentation in Epic.
Resolve client issues related to claims, billing, and coverage.
Maintain a profitable book of business.
Engage in community and professional activities, including attending industry events, contributing to associations, participating in non-profits, and delivering presentations.
Continuously learn and execute your Personal Excellence Plan.