Relation Insurance
RiskAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Risk Advisor at Relation Insurance. Skills: New account production, Sales activities, Insurance services. Achieve annual new revenue objectives. Exhibit thought leadership”
What You'll Achieve.
Achieve annual new revenue objectives
Industry & Context.
Problem solver
What They're Looking For.
Must Have
Property and Casualty Insurance License required
Nice to Have
College degree preferred, Minimum 2 years’ sales experience in insurance industry preferred, Experience working with complex commercial coverage preferred
What You'll Do.
Achieve annual new revenue objectives
Exhibit thought leadership
Engage through associations
Develop annual sales plan
Build active pipeline of qualified prospects
Document new business activity
Document won/loss opportunities
Develop recommendations for clients
Assess and identify risk issues
Recommend technical services
Assist clients with loss control
Assist clients with claims advocacy
Transition sold clients to service team
Serve as client’s valued advisor
Build strategic relationship with decision makers
Communicate with leadership
Provide field input on market trends
Provide competitor analysis
Provide business intelligence
Perform special projects
How You'll Work.
Team & Collaboration
Client service team; Account management team; Relation colleagues; Relation marketing sources
Communication Scope
Explain complex coverages; Interpret information; Respond appropriately
Full Job Description
**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 s
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