Commercial Risk Advisor

đź•’ July 31

🍂 Massachusetts – Remote

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⏰ Full Time

🟡 Mid-level

đźź  Senior

🎲 Risk

đź‘» Ghost score 41%

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Logo of Starkweather & Shepley Insurance Brokerage Inc.

Starkweather & Shepley Insurance Brokerage Inc.

201 - 500 employees

🛡️ Insurance

đź’¸ Finance

Insurance • Finance

Starkweather & Shepley Insurance Brokerage Inc. is an insurance brokerage firm dedicated to serving the needs of its clients through a commitment to associates, clients, and the community. The company specializes in a broad range of insurance services including commercial insurance, personal insurance, yacht insurance, marine insurance, risk management, and employee benefits. With a strong focus on understanding and managing risks, Starkweather & Shepley aims to provide effective solutions that protect their clients' financial well-being.

đź“‹ Description

• Seek new business opportunities and maintain relationships with existing clients • Generate leads and pursue new client opportunities • Prospect through local networks, connections, and communities; send referrals to other departments • Develop Centers of Influence and network to create new business opportunities • Meet or exceed annual new business goals • Complete and/or review large client surveys and work with the account management team to review current policies • Develop and maintain active expiration lists • Provide professional risk management advice to prospects and clients • Maintain and foster business-to-business relationships • Maximize growth and retention through exceptional customer service • Manage premium payment arrangements and collections for assigned accounts • Conduct renewal strategy meetings addressing coverage gaps, limit adequacy, and industry and insurance trends • Obtain quote information and work with the marketing team to obtain marketplace quotes • Provide input on renewal premium negotiations • Prepare and present proposals to prospects and clients • Set renewal timelines and complete pre-underwriting, information gathering, submissions, coverage analysis, and proposal presentations • Conduct proposal meetings with clients • Utilize Sagitta, ImageRight, and Helix systems • Develop accounts and cross-sell available products and services • Perform other assigned duties

🎯 Requirements

• Fluency in MS Office products • Effective, professional verbal and technical written communication skills • Superior sales and networking skills; must be an effective networker • Proven track record of success in high activity sales model with clear examples of results • Must be a good listener and have a strong work ethic • Proven analytical skills • Must be detail-oriented, with the ability to plan, manage, and oversee a book of business • A self-starter with an entrepreneurial approach and hands-on experience • Must be willing to work outside of core hours as needed • Ability to multitask and operate in an ever-changing environment • Ability to communicate clearly, work well with others, and manage time effectively • Proven record of servicing a book of business with at minimum $500K in revenue • Producer license is Mandatory • Sales experience, preferably in Insurance; commercial property and casualty or related business-to-business sales experience • Willingness to continue education is essential

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