Risk Advisor - Commercial Line Sale

Job not on LinkedIn

June 29

☕ Washington – Remote

Although this job is listed in Washington, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

🎲 Risk

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Relation Insurance Services

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Finance • Insurance • B2B

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

1001 - 5000 employees

💸 Finance

🤝 B2B

📋 Description

• The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. • 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. • Maintains and services a profitable book of insurance business for existing clients. • Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. • 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. • Seamlessly transitions sold clients to the designated client service/account management team.

🎯 Requirements

• Property and Casualty Insurance License is required and must be maintained. • College degree or minimum 2 years’ sales experience in the insurance industry is preferred. • Experience working with complex commercial coverage. • Strong negotiator, avid problem solver and works well with different personalities to ensure sale. • In depth understanding of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures. • Outstanding interpersonal and communications skills are required to explain complex coverages, receive and interpret information and respond appropriately. • Ability to prioritize and handle multiple tasks in a demanding work environment. • Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). • Must be computer literate with the ability to learn new software applications.

🏖️ Benefits

• Competitive pay. • 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. • Career advancement and development opportunities. • Paid training and continuing education to obtain/maintain your insurance license.