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The Insurance Sales and Risk Advisor is responsible for driving new business, renewing accounts, and providing proactive risk management solutions. Reporting to a Profit Center Leader or executive, this role builds and maintains client relationships, identifies cross-selling opportunities, and delivers tailored insurance strategies. The Advisor also supports claims advocacy and contributes to team development through collaboration and mentorship.
Job Responsibility:
Identifying prospects for business from existing and prospective clients
Maintaining a consistently strong and active new business pipeline
Developing new relationships with individuals responsible for insurance and risk management decisions at prospective clients
Aggressively identifying and pursuing cross-selling opportunities amongst existing clients
Obtaining referral leads from existing clients
Participating and taking leadership roles in targeted civic and professional associations
Designing individual prospect sales strategies and developing unique prospect programs
Understanding our value proposition for each opportunity and aligning the firm’s resources and expertise with individual client sales strategies
Maintaining consistent and high-quality touch points with clients and prospects
Providing proactive risk management advice to existing clients and resolving client issues before they become “problems”
Requirements:
Insurance License (Property & Casualty)
CIC designation (preferred)
BS, BA or 5-10 years plus relevant work experience in insurance or business to business sales
Bachelor’s degree in a business or financial related discipline (Preferred)
Proficient with Microsoft Office Applications (Word, Excel, Outlook)
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
1 – 3 years’ experience in a similar position
Nice to have:
CIC designation (preferred)
Bachelor’s degree in a business or financial related discipline (Preferred)