Relation Insurance Services
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.
Risk Advisor - Commercial Lines
Job not on LinkedIn
April 16
Relation Insurance Services
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.
📋 Description
• The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. • Conducts market research and develops a business base to sell insurance services. • Keeps current on business community activities to obtain leads. • Maintains and services a profitable book of insurance business. • Projects a professional company image in all interactions. • Achieves annual new revenue objectives through consultative sales. • Develops individual sales plans with pipeline coverage ratio. • Builds active pipeline of qualified prospects. • Appropriately closes new business and documents in sales tracking system. • Develops recommendations based on consultative selling approach. • Assesses and identifies risk issues, needs, and exposure for clients. • Recommends and assists clients with technical services. • Transitions sold clients to designated management team. • Communicates field input on market trends and business intelligence.
🎯 Requirements
• Property and Casualty Insurance License is required and must be maintained. • College degree or minimum 2 years’ sales experience in the insurance industry preferred. • Experience working with complex commercial coverage. • Strong negotiator, avid problem solver, good with different personalities. • In depth understanding of insurance markets, products, and usages necessary. • Outstanding interpersonal and communication skills required. • Ability to prioritize and handle multiple tasks in demanding environment. • Proficient in Microsoft Office (primarily Excel, PowerPoint, and Word). • Must be computer literate with ability to learn new software applications.
🏖️ Benefits
• Competitive pay. • Safe and healthy work environment with family health and wellness programs. • 401K and employee assistance programs. • Paid time off and paid holidays. • Career advancement and development opportunities. • Paid training and continuing education to obtain/maintain your insurance license.
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