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RealREPP · 2 days ago

Property & Casualty Risk Advisor

San Diego, CA

Full-time

Hybrid

Mid, Senior Level

$60K/yr - $100K/yr

4+ years exp

RealREPP is teaming up with an insurance brokerage company recognized as one of the best insurance companies to work for in the country. In this role as a Property & Casualty Risk Advisor, you will create and maintain relationships, provide risk management advice, and manage sales goals while contributing to the company's growth.

EmploymentProfessional ServicesRecruitingStaffing Agency

Growth Opportunities

Responsibilities

Create your Personal Excellence Plan with the Sales Manager and President

Identify, develop and nurture relationships with prospects and centers of influence

Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis

Provide risk management/loss prevention advice to prospects and clients

Cross-sell the agency’s services

Travel as required (prospect & client meetings, mostly local) up to 25% of the time

Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner

Assist in marketing accounts when having key relationships and/or product expertise

Review proposals prior to meeting with clients

Work with the team to design insurance plans and recommend coverages to clients

Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures

Manage workload and relationships while consistently hitting monthly sales goals

Attend client related professional association events along with insurance association and company events

Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook

Deliver presentations for professional associations, community events, partner webinars, etc

Join and participate in non-profit organizations throughout the community and sit on at least one Community Board

Qualification

California Property & Casualty LicenseSales objectives achievement4+ years P&C experienceBachelor's DegreeRelationship managementRisk management advicePresentation skills