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Relation Insurance Services · 1 day ago

High Net Worth Sales Advisor

United States

Full-time

Remote

Mid, Senior Level

$100K/yr - $250K/yr

3+ years exp

Relation Insurance is a leading, innovative company in the insurance market, seeking a High Net Worth Sales Advisor. The role involves new insurance account production, conducting market research, and developing relationships with clients to promote and sell insurance services.

ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement

Responsibilities

Contacts current, past and potential clients to solicit new and renewed business

Follows up on leads and responds promptly and efficiently to referrals. Listens attentively to the needs of the client and makes recommendations accordingly. Requests referrals from current insurance clients

Creates and maintains accurate and up-to-date client lists assuring their needs are realized and that they are provided with relevant insurance information appealing to their specific needs

Designs custom insurance plans for clients and recommends appropriate coverage, which are appropriate for them. Surveys loss exposures, needs, and possible uninsurable or difficult to ensure exposures for clients. Pre-qualifies insurance prospects for insurability and quality of risk

Assures clients are educated concerning agency payment expectations and cancellation procedures

Collects premiums and past-due premiums from clients for purchases of new and upgraded coverage and obtains signatures on applications for clients as required

Assures clients are provided with the necessary documentation and information for record-keeping purposes. Creates letters to clients offering coverage, share information and advice regarding insurance matters

Prepares summaries of insurance, schedules and proposals. Reviews audits of policies and verifies their accuracy. Assures necessary corrections between the client and the carrier are facilitated

Works with Customer Service Reps and/or Managers to review existing policy coverage, upgrade accounts and remarket when possible. Collects information from clients to prepare schedules of insurance, summaries and renewal proposals

Reviews appropriate policy change requests and other account activity. Documents automated files as appropriate

Participates in insurance marketing events, seminars, trade shows, telemarketing events and continuing education. Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc

Prepares a variety of status reports, including activity, closings, follow-up and adherence to goals

Documents coverage, exclusions and other specific information on the automated file. Provides detail pertaining to non-standard coverage limitations and binding restrictions to lower errors and commissions exposures

Performs other duties and special projects as assigned

Qualification

PropertyCasualty LicenseSales experience in insuranceComplex personal lines coverageMicrosoft Office proficiencyCollege degree in relevant fieldCustomer service skillsCommunication skillsTeam collaboration

Required

Property and Casualty Insurance License and/or Personal Lines Insurance License is required and must be maintained

Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications

Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation