Risk Advisor (Sales)

HUMMEL GROUP INC•Newark, 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 searching for qualified new prospects, setting meetings, pursuing sales efforts, and closing new business. The advisor will meet with existing and prospective clients to review exposures, analyze business and insurance needs, develop strategies, and make recommendations. They will also oversee the preparation of proposal materials, review insurance program coverage, and present proposals to prospective clients, involving the Account Executive as needed. The role requires explaining insurance programs and alternative risk solutions, working towards an annual new business goal, and determining strategy for the renewal process with the operational team. Additionally, the advisor will participate in training, sales meetings, and SMART groups to enhance knowledge and skills, introduce clients to the support team, provide guidance to Account Executives and Account Managers on escalated service issues, and document client meeting notes. The position supports agency goals and procedures to place and retain business, minimize error and omission exposure, and establish client contacts through community and professional organizations. Developing rapport with clients and entertaining them is also part of the role. Other job duties may be assigned.

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.
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.
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

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.
Performs other job duties as assigned.