Employee Benefits Insurance Sales - Risk Advisor

North Risk Partners, LLC•Fargo, ND

4h•$50,000 - $80,000

About The Position

North Risk Partners is seeking a driven and enthusiastic Risk Advisor for its Employee Benefits team. The role builds business by identifying prospects, converting them into clients, maintaining relationships with existing clients, and generating new business to meet minimum sales goals. The Risk Advisor analyzes insurance needs and develops solutions, advises clients on available value-added services, and refers or sells business across the company’s departments. The role also maintains current knowledge of insurance and finance trends and regulatory changes, develops relationships with insurance carriers, manages a sales pipeline, records activity in company systems, follows applicable regulations and error-and-omission prevention practices, and collects overdue receivables. Travel is required as needed for client meetings and other business activities. The work is primarily indoors, with travel that may involve varying weather conditions and outdoor events. The position involves frequent movement and physical activity, extended periods sitting and working at a computer, and may require lifting or carrying objects up to 25 pounds. A flexible schedule, including overtime, nights, and weekends, may be needed for events and meetings.

Requirements

A combination of education and experience generally attained through a high school degree, a bachelor’s degree, and at least 3 years in a sales role.
Demonstrated experience with prospecting and proactive outreach.
Experience building new relationships and maintaining existing relationships.
A valid driver’s license and ability to travel to company locations and client meetings throughout the state and potentially the region.
Ability to work a flexible schedule, including overtime, nights, and weekends as needed for events and meetings.
Ability to perform under normal office conditions, including lifting or carrying objects weighing up to 25 pounds and frequent twisting, bending, stooping, kneeling, squatting, standing, walking, and reaching.
Ability to communicate effectively in English, follow oral and written instructions, and communicate with people inside and outside the organization.
Ability to sit for extended periods and work long hours at a computer; move around the office or facilities repeatedly; and use manual dexterity and visual acuity for keyboarding, office equipment, and reviewing detailed information.
Ability to use telephones, calculators, copy machines, computers, printers, and other office equipment.
If not already licensed, obtain an active insurance license within the first 45 days of hire.

Nice To Haves

An active insurance license is preferred.
Commission-based sales experience is helpful.

Responsibilities

Prospect and generate new business appointments.
Analyze prospective and current clients’ business insurance needs and develop solutions.
Build strong client relationships by advising clients and offering North Risk Partners’ available value-added services.
Sell or refer business across departments, including property and casualty, employee benefits, and personal lines.
Stay informed about insurance and finance trends, industry advancements, and regulatory changes, and use that knowledge for strategic planning.
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 pipeline goals.
Enter activity and other relevant information into company software systems according to company procedures.
Follow federal and state regulations and best practices for avoiding errors and omissions.
Collect overdue customer account receivable balances according to company policy.
Continue professional development and pursue and maintain professional designations when applicable.
Travel as necessary to meet client needs.