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Relation Insurance Services · 8 hours ago

Risk Advisor, Commercial Lines

Charlotte, NC

Full-time

Onsite

Entry, Mid Level

$100K/yr - $250K/yr

2+ years exp

Relation Insurance is a leading, innovative company in the insurance market, seeking a Risk Advisor to enhance their sales activities and client relationships. The role involves developing new insurance accounts, maintaining existing client relationships, and providing consultative selling to meet revenue objectives.

ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement

Responsibilities

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 to ensure stated goals are consistently met

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

Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system

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 utilizing our in-house loss control and claims advocacy teams

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

Has a keen sense of humor, a competitive drive and winning spirit

Performs other duties and special projects as assigned

Qualification

PropertyCasualty Insurance LicenseCommercial coverage experienceInsurance market knowledgeSales experienceNegotiation skillsInterpersonal skillsMicrosoft Office proficiencyPrioritize tasksProblem solvingCommunication skills

Required

Property and Casualty Insurance License is required and must be maintained

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