Gilroy Kernan & Gilroy · 4 months ago
Strategic Business Advisor
New Hartford, NY
Full-time
Onsite
Mid, Senior Level
5+ years expGilroy Kernan & Gilroy is focused on creating growth opportunities, and they are seeking a Strategic Business Advisor to drive new business and manage high-level client relationships. The role involves developing a professional network, closing new business, and ensuring client satisfaction through strategic stewardship.
Financial ServicesInsurance
Responsibilities
Seek and provide new business opportunities
Manage and develope a valuable network
Leverage Centers of Influence
Establish and develop brand presence for GKG (visibility in the market)
Professional/Relationship plan for high-level client relationships
Manage the Professional/Relationship plan for underwriters and key market contacts relative to marketing strategies and renewal negotiations
Develop relationships with peer contacts at the prospective client during new business opportunities
Represent GKG at niche associations & events
Challenge businesses to think differently about Risk
Sell within the scope/expectations of the GKG model
Develop annual New Business Plan
Meet or exceed annual growth goal (minimum standards will be set)
Leverage the available sales coaching and mentorship
Leverage the team’s experience and collective wisdom
Team up on new business opportunities when it makes sense
Function as a leader within the High Performance Team (HTP)
Lead the annual stewardship/workshop process
Manage 'emergencies in flight' with the HPT
Work with HPT to define and deliver a Far From Ordinary Client Experience™
Ensure HPT creates and maintains a clear line of sight to clients’ fiscal and strategic goals
Ensure implemented strategies are driving quantifiable value to the client
Ensure clients are aware of the quality of service and value provided by GKG through the stewardship process (articulate the value)
Ensure HPT understands growth objectives related to current clients as well as their individual role, when applicable (connect the dots)
Qualification
Required
Bachelor's Degree or equivalent 5-10 years of education and/or experience
Applicable licenses/certifications including but not limited to NYS P&C and LAH licenses
Ability to manage all elements of life (hours of availability for business must be flexible)
Excellent organizational and people skills, with the ability to work well in a fast paced, team environment
Must be able to communicate at all levels (individual, small group, large group, etc.)
Must be comfortable in an electronic environment with strong computer skills
Must be able/willing to travel to client facilities throughout the region
Overnight travel may be necessary
Preferred
Familiarity with PipeDrive and/or Salesforce preferred
Working knowledge of social media within sales context
Company
Gilroy Kernan & Gilroy
Gilroy Kernan & Gilroy is an insurance company that offers business insurance and personal insurance products.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Crystal Graves, SPHR
Chief People Officer
Noelle Murphy SPHR, SHRM-SCP
Chief Resource Officer
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