Risk Advisor

HUMMEL GROUP INCNewark, OH
5h

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. ESSENTIAL JOB RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty adequately. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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.

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 Make recommendations
  • Oversees preparation of proposal material, reviews insurance program coverage, and presents proposals to prospective clients.
  • Involves Account Executive as needed to prepare or present final proposal materials.
  • 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.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service