Risk Advisor/ Producer

Acrisure • Dallas, TX

3d • Onsite

About The Position

Produces new accounts and renews existing accounts in keeping with agency and individual goals while building relationships with clients. Identifies and solicits sales prospects from various sources.

Requirements

• Aggressive and assertive self-starter with the ability to influence others with demonstrated effective verbal and written presentation skills.
• Willing to travel as required.
• Expected to meet monthly new business premium goals through a variety of sources: cold calls, referrals, niche marketing, etc.
• Maintains knowledge of underwriting criteria for carriers represented by agency.
• Assists in collecting earned premiums, audit premiums, etc., when called upon, with any uncollected premiums being the responsibility of the producer.
• All licenses to discuss or place insurance as required by the State Department of Insurance in states where the agency functions.
• Ability to use personal computer, calculator, agency automation systems and various software programs, including but not limited to Microsoft Word and Excel.
• Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Responsibilities

• Develops new business leads (Prospects).
• Gathers necessary underwriting information to market prospective account.
• Presents proposals in a professional manner.
• Makes the sale and collects necessary deposits, arranges for binders, certificates, etc. Collects all premiums that are due on or before effective date of coverage.
• Develops annual new and renewal production goals with Sales Manager.
• Develops prospects through an organized agency direct solicitation program, referrals from present accounts, and target-marketing leads and through community affiliations and other contacts.
• Develops information and recommendations for prospective accounts, presents proposals and adheres to agency policies and procedures for writing a new account.
• Establishes servicing procedures when necessary for designated accounts.
• Establishes payment arrangements for each new/renewal account, adhering to agency guidelines, policies and procedures regarding the payment of policy premium.
• Performs periodic service calls on designated accounts.
• Maintains a concern for timeliness and completeness when interacting with customers, as well as agency and company personnel, to minimize potentials for error or omission claims.
• Identifies and solicits sales prospects from various sources provided by agency, by cold calls, mailings, and phone contacts.
• Solicits referrals from existing agency accounts.
• Assists in resolving any problems in accounting or claims for accounts produced.
• Coordinates timely presentations for both new and renewal business.
• Assists in marketing accounts where appropriate due to relationships or product expertise.
• Documents all material conversations with insureds and/or carriers regarding exposures and coverages
• Performs other functions as assigned by management.

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees