Risk Advisor - Commercial Lines

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others. WHAT YOU'LL BE DOING Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s). Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met. Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources. Documents new business activity in Relation’s sales tracking system. Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system. Develops and presents recommendations to clients based on consultative selling approach. Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients. Recommends and assists clients with technical services including loss control and claims. advocacy programs utilizing our in-house loss control and claims advocacy teams. Seamlessly transitions sold clients to the designated client service/account management team. Serves as client’s valued advisor, building a...

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