Risk Advisor – Commercial Lines

This is a fully remote position, open to applicants in California.

📋 Description

• Achieves annual new revenue targets through consultative sales to new clients and the expansion of service offerings to existing clients.

• Demonstrates thought leadership and industry involvement through associations, speaking engagements, and showcases expertise in selected industry verticals.

• Develops an annual individual sales plan (ISP) with a pipeline coverage ratio of 5X or in alignment with current company metrics to ensure consistent achievement of goals.

• Builds a robust pipeline of qualified prospects by generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPCs), other Relation colleagues, and Relation marketing sources.

• Records new business activities in Relation’s sales tracking system.

• Properly closes new business opportunities, documenting win/loss scenarios and reasons for all clients in Relation’s sales tracking system.

• Develops and presents tailored recommendations to clients based on a consultative selling methodology.

• Evaluates and identifies risk issues, needs, and potential uninsurable or challenging exposures for clients.

• Advises clients on technical services, including loss control and claims advocacy programs, leveraging our in-house loss control and claims advocacy teams.

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

• Acts as a trusted advisor to clients, fostering a strategic and personal relationship with key decision makers.

• Communicates with leadership, providing field insights on market trends, competitor analysis, and other business intelligence.

• Performs other duties and special projects as assigned.

⛳️ Requirements

• A Property and Casualty Insurance License is required and must be maintained.

• A college degree or a minimum of 2 years’ sales experience in the insurance industry is preferred.

• Experience with complex commercial coverage is essential.

• Strong negotiation skills, a keen problem solver, and the ability to work effectively with diverse personalities to secure sales.

• A comprehensive understanding of insurance markets, products, and applications is necessary, along with knowledge of insurance rating and underwriting processes.

• Exceptional interpersonal and communication skills are required to clarify complex coverages, gather and interpret information, and respond appropriately.

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

• Proficient in Microsoft Office applications (primarily Excel, PowerPoint, and Word).

• Must be computer literate with the capacity to learn new software applications.

🏝️ Benefits

• Competitive compensation.

• A safe and healthy work environment supported by a comprehensive benefits program, including family health and wellness initiatives.

• 401K retirement plan.

• Employee assistance programs.

• Paid time off.

• Paid holidays.

• Opportunities for career advancement and professional development.

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