Risk Advisor - Employee Benefits

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August 25

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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 and maintains and services a profitable book of insurance business for existing clients. • Projects a professional company image through all interactions with clients, insurance carriers, co-workers and others. • 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. • 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 the appropriate system(s) and closes new business, documenting won/loss opportunities. • Develops and presents recommendations to clients based on consultative selling approach. • Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients. • Recommends and assists clients with technical services including loss control and claims advocacy programs. • Seamlessly transitions sold clients to the designated client service/account management team. • Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers. • Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence. • Performs other projects, duties, and tasks, as assigned.

🎯 Requirements

• A Life and Health License from state of domicile is required and must be maintained. • A minimum of 2+ years sales experience in the insurance industry with a focus on Employee Benefits coverage is required. • College degree preferred with preference given to individuals with experience in Risk Management. • Strong networking and strategic vision of relationship building and utilization of Centers of Influence (COI). • Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. • In-depth understanding of complex employee benefits lines of coverage. • Outstanding written and verbal communications skills are required to maintain effective relationships with clients, co- workers, underwriters, vendors and others. • Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). • Must be computer literate with the ability to learn new software applications. • Strong working knowledge of insurance markets, products and usages, as well as insurance rating and underwriting procedures. • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation. • Ability to prioritize and handle multiple tasks in a demanding work environment. • Ability to work independently and on a team.

🏖️ 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.