Risk Advisor (Sales)

HUMMEL GROUP INC•Burton Village, OH

18h•Onsite

About The Position

The Business Risk Advisor is responsible for growing a book of business by developing new relationships with prospects and maintaining relationships with existing clients. This role involves reviewing exposures, analyzing business and insurance needs, developing strategies, and making recommendations to clients. The advisor will also oversee the preparation of proposal materials, explain insurance programs, and work towards achieving annual new business goals. Additionally, they will determine renewal strategies, participate in training and sales meetings, introduce clients to the support team, and provide guidance on escalated service issues. Documentation of client interactions and adherence to agency goals and procedures are also key aspects of this position.

Requirements

Expert knowledge of commercial products, markets, and the marketing process.
Ability to satisfy the needs of the customer, both internal and external.
Excellent negotiating, decision-making, and sales skills.
Strong leadership skills and relationship building skills.
Excellent customer service and teamwork skills.
Ability to interact with employees, customers, and vendor companies.
Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook.
Ability to use general office equipment, including a computer, copier, and telephone systems.
Ability to learn and perform new duties and responsibilities.
Ability to travel offsite as needed.
Requires possession and maintenance of a Property and Casualty license.
Must maintain ongoing education to keep licensure current.
Must have a current driver’s license and an insurable driving record.
HIPAA Compliance: An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement.

Nice To Haves

A college degree is preferred.
A major insurance industry professional designation awarded by the American College of Insurance may be substituted for a college degree.
Must be willing to work towards professional industry designations.
Prior sales experience is preferred.

Responsibilities

Searches for qualified new prospects, sets meetings, pursues sales efforts, and closes new business.
Meets with existing and prospective clients to review exposures, analyze business and insurance needs, develop strategy, and make recommendations.
Oversees preparation of proposal material, reviews insurance program coverage, and presents proposals to prospective clients.
Explains insurance programs and alternative risk solutions to existing and prospective clients.
Works to achieve annual new business goal.
Determines strategy for the renewal process with the operational team.
Participates in training, sales meeting and SMART groups to enhance knowledge and skills.
Introduces the client to the support team for day-to-day service.
Provides guidance to Account Executives and Account Manager regarding escalated service issues.
Documents detailed client meeting notes or discussions and provides follow-up to the operational team.
Supports and adheres to agency goals and objectives to place and retain business with our key companies.
Supports and adheres to procedures to minimize the agency’s error and omission exposure.
Establishes and maintains client contacts through participation in community organizations, professional organizations, etc., which serve our clients.
Develops rapport with clients, and entertains existing and prospective clients, as appropriate.
Other job duties as assigned.