Risk Advisor – Commercial Lines

This is a fully remote position, open to applicants in Arizona, +1 more state.

📋 Description

• Generate and market new insurance accounts within designated territories.

• Analyze market trends and cultivate business opportunities to promote and sell insurance services.

• Maintain and support a profitable portfolio of insurance business for current clients.

• Meet annual revenue targets through a consultative sales approach.

• Broaden service offerings for existing clients.

• Exhibit thought leadership and industry involvement through associations and speaking engagements.

• Create an annual personal sales strategy with a 5X pipeline coverage ratio or a metric aligned with company goals.

• Establish an active pipeline of qualified prospects through networking, referrals, campaigns, colleagues, and marketing efforts.

• Record new business activities and won/lost opportunities in Relation’s sales tracking system.

• Develop and deliver client proposals utilizing a consultative selling methodology.

• Evaluate risk factors, client requirements, and challenging-to-insure exposures.

• Recommend and facilitate loss control and claims advocacy services.

• Transition sold clients to the designated client service/account management team.

• Foster strategic relationships with key decision-makers at client organizations.

• Relay market trends, competitor insights, and business intelligence to leadership.

• Execute other responsibilities and special projects as assigned.

⛳️ Requirements

• A Property and Casualty Insurance License is mandatory and must be kept current.

• A college degree or at least 2 years of sales experience in the insurance sector is preferred.

• Experience with complex commercial coverage is essential.

• Strong negotiation and problem-solving abilities are required.

• Comprehensive understanding of insurance markets, products, and their applications.

• Familiarity with insurance rating and underwriting practices.

• Excellent interpersonal and communication skills are necessary.

• Capability to prioritize and manage multiple tasks in a fast-paced work environment.

• Proficiency in Microsoft Office, especially Excel, PowerPoint, and Word.

• Computer literacy and the ability to quickly learn new software applications.

🏝️ Benefits

• Competitive salary.

• Family health and wellness programs.

• 401K plan.

• Employee assistance programs.

• Paid time off.

• Paid holidays.

• Opportunities for career advancement and development.

• Paid training and continuing education to obtain and maintain your insurance license.

• Eligibility for discretionary annual incentive programs.