Risk Advisor – Commercial Lines

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

📋 Description

• Achieves annual 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, participation in speaking panels, and showcases expertise in selected industry verticals.

• Creates an annual Individual Sales Plan (ISP) with a pipeline coverage ratio of 5X or one that aligns with current company metrics to ensure consistent achievement of stated goals.

• Develops an active pipeline of qualified prospects, generating leads through personal contacts, client referrals, prospect pursuit campaigns (PPCs), and other Relation colleagues and marketing sources.

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

• Effectively closes new business, documenting won/loss opportunities and the reasons for all clients in Relation’s sales tracking system.

• Develops and presents tailored recommendations to clients using a consultative selling approach.

• Evaluates and identifies risk issues, needs, and potential uninsurable or difficult-to-insure exposures for clients.

• Advises and assists clients with technical services, including loss control and claims advocacy programs, utilizing our in-house teams.

• Ensures a smooth transition for 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.

⛳️ Requirements

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

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

• Experience working with complex commercial coverage is essential.

• Strong negotiation skills are necessary.

• A proactive problem solver who works effectively with diverse personalities to secure sales.

• A comprehensive understanding of insurance markets, products, and their applications, as well as insurance rating and underwriting procedures, is required.

• Excellent interpersonal and communication skills to convey complex coverage information are mandatory.

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

• Proficiency in Microsoft Office (primarily Excel, PowerPoint, and Word) is necessary.

• Must have computer literacy with the capability to learn new software applications.

🏝️ Benefits

• Competitive compensation.

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

• 401K 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.