Hummel Group · 1 month ago
Risk Advisor
Burton, OH, USA
Full-time
Onsite
New Grad, Entry LevelHummel Group is a company focused on risk management and insurance solutions. The Business Risk Advisor is responsible for growing a book of business by developing new relationships with prospects and maintaining relationships with existing clients.
Insurance
Responsibilities
Searches for qualified new prospects, sets meetings, pursues sales efforts, and closes new business
Meets with existing and prospective clients to:
Review exposures
Analyze business and insurance needs
Develop strategy
Make recommendations
Oversees preparation of proposal material, reviews insurance program coverage, and presents proposals to prospective clients
Involves Account Executive as needed to prepare or present final proposal materials
Explains insurance programs and alternative risk solutions to existing and prospective clients
Works to achieve annual new business goal
Determines strategy for the renewal process with the operational team
Participates in training, sales meeting and SMART groups to enhance knowledge and skills
Introduces the client to the support team for day-to-day service. Provides guidance to Account Executives and Account Manager regarding escalated service issues
Documents detailed client meeting notes or discussions and provides follow-up to the operational team
Supports and adheres to agency goals and objectives to place and retain business with our key companies
Supports and adheres to procedures to minimize the agency’s error and omission exposure
Establishes and maintains client contacts through participation in community organizations, professional organizations, etc., which serve our clients
Develops rapport with clients, and entertains existing and prospective clients, as appropriate
Other job duties as assigned
Qualification
Required
Expert knowledge of commercial products, markets, and the marketing process
Ability to satisfy the needs of the customer, both internal and external
Excellent negotiating, decision-making, and sales skills
Strong leadership skills and relationship building skills
Excellent customer service and teamwork skills
Ability to interact with employees, customers, and vendor companies
Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook
Ability to use general office equipment, including a computer, copier, and telephone systems
Ability to learn and perform new duties and responsibilities
Ability to travel offsite as needed
Requires possession and maintenance of a Property and Casualty license
Must maintain ongoing education to keep licensure current
Must have a current driver's license and an insurable driving record
Preferred
A college degree is preferred
Prior sales experience is preferred
Company
Hummel Group
Hummel Group is a full-line insurance and financial services agency with 8 offices in Ohio and Indiana.
Founded in 1957
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Darrick Hummel
Partner
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