Personal Lines Risk Advisor - Insurance Sales

North Risk Partners, LLC•Monticello, MN
•$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 2 years in a personal insurance 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

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 personal 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., commercial & employee benefits)
  • 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
  • Continue professional development; pursue and maintain professional designations if applicable
  • Travel as necessary to meet client needs

Benefits

  • health
  • dental
  • vision
  • short-term and long-term disability
  • life
  • long-term care
  • 401(k) plan
  • continuing professional education and development
  • volunteer time off
  • paid time off
  • paid holidays
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