Relation Insurance Services

Relation Insurance Services

Risk Advisor, Commercial Lines

Charlotte, NC

Sponsorship not specified$100k-$250kDetected 30 days ago
SalesAccount ManagementBusiness DevelopmentExcelAvidResearchLeadershipCommunicationMicrosoft OfficeUnderwritingProperty & Casualty

About the role

  • The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.
  • Note: The above is not all encompassing of the full position description.
  • The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.

Responsibilities

  • 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.
  • Develops and presents recommendations to clients based on consultative selling approach.
  • Serves as client's valued advisor, building a strategic and personal relationship with key client decision makers.
  • Has a keen sense of humor, a competitive drive and winning spirit.
  • Performs other duties and special projects as assigned.

Requirements

  • Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
  • Property and Casualty Insurance License is required and must be maintained.

Nice to have

  • College degree or minimum 2 years' sales experience in the insurance industry is preferred.

Skills

  • The above is not all encompassing of the full position description.
  • A reasonable estimate of the current range is presented within this posting.
  • $100,000.00 - $250,000.00

Compensation

  • Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
  • 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.

Benefits

  • Experience working with complex commercial coverage.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
  • Paid training and continuing education to obtain/maintain your insurance license.

Company info

  • 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.
  • 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.
  • 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.
  • Career advancement and development opportunities.
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