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Relation Insurance Services · 8 hours ago

Risk Advisor - Employee Benefits

California, United States

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 drive new insurance account production and sales activities. The role involves developing a client base, conducting market research, and maintaining relationships with existing clients while achieving revenue objectives through consultative sales.

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 the appropriate system(s)

Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time

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 projects, duties, and tasks, as assigned

Qualification

LifeHealth LicenseSales experience in insuranceEmployee Benefits coverageRisk Management experienceNetworking skillsPowerPoint skillsWrittenMicrosoft Office proficiencyInsurance market knowledgeVerbal communicationPrioritize tasksTeamwork skillsIndependent work ability

Required

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

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