Commercial Risk Advisor

🔥 0 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎲 Risk

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Starkweather & Shepley Insurance Brokerage Inc.

WebsiteLinkedInAll Job Openings

201 - 500 employees

🛡️ Insurance

💸 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.

📋 Description

• Generate leads and pursue new client opportunities • Prospect for business based on your local networks, connections, and communities; send referrals to other departments • Develop strong Centers of Influence, network to develop new business opportunities; responsible for meeting or exceeding new business goals set annually • Complete and/review the large client survey to gather all pertinent information and work with your assigned account management team to review current policies • Develop and maintain active expiration lists through internal and external sources • Achieve trusted advisor status with clients, provide professional risk management advice to prospects and clients • Maintain and foster strong business-to-business relationships • Maximize growth and retention by providing exceptional customer service to clients • Make arrangements with clients to ensure premium payment on a timely basis and be responsible for management of collections for assigned accounts • Conduct renewal strategy meetings at renewal to address coverage gaps, limit adequacy, and provide industry and insurance trends • Obtain information for quotes and, if applicable, work with the marketing team to obtain quotes from the insurance marketplace • Provide input on renewal premium negotiations with account management team • Work with assigned account management team to prepare proposals and present to prospects and clients • Work with assigned account management team to set renewal timeline and complete pre-underwriting, information gathering, submissions, coverage analysis, and proposal presentations if needed • Conducts proposal meeting with client • Utilize company systems as applicable; Sagitta, ImageRight, Helix • Develop accounts and cross-sell available products and services • Performs other duties as assigned

🎯 Requirements

• Proven record of servicing a book of business with at minimum $500K in revenue • Producer license is Mandatory • CIC, CPCU, AAI, or AIS designations preferred • Bachelor’s degree in a relative field preferred, or equivalent in work experience • Sales experience, preferably in Insurance; commercial property and casualty or related business-to-business sales experience

🏖️ Benefits

• Exceptional customer service to clients • Education opportunities