Commercial Risk Advisor jobs in United States
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Leavitt Group · 6 hours ago

Commercial Risk Advisor

Leavitt Group is a community-rooted agency focused on providing customized insurance and risk management solutions. They are seeking a Commercial Risk Advisor to generate and grow a book of commercial insurance business through consultative sales efforts while building long-term relationships with clients.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
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Growth Opportunities

Responsibilities

Generate and grow a book of commercial insurance business through outbound sales efforts
Identify and connect with business owners, CFOs, and other decision-makers to understand their unique risks
Develop tailored insurance solutions and present proposals that align with client needs
Collaborate with account managers, underwriters, and carrier partners to ensure smooth onboarding and retention
Participate in regular pipeline and strategy reviews with leadership and mentor partners
Serve as a long-term advisor to clients, delivering ongoing support, renewals, and coverage updates

Qualification

B2B sales experienceCommercial insurance licenseConsultative sales skillsPresentation skillsCommunication skillsGoal-orientedCollaborative mindset

Required

2+ years of outside B2B sales experience
Commercial insurance or P&C license (or must be obtained within 90 days)
Strong consultative sales, presentation, and communication skills
Goal-oriented, self-driven, and able to manage a personal sales pipeline
Collaborative mindset with a passion for protecting clients and solving problems

Benefits

Medical, Dental, and Vision Insurance
HSA and FSA with employer contributions
401(k) with employer matching
Company-paid life and short-term disability
Optional long-term disability and supplemental life insurance
Wellness program and employee assistance resources

Company

Leavitt Group

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Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide.

Funding

Current Stage
Late Stage

Leadership Team

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Eric Leavitt
Executive Chairman & CEO
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Joe Callister
Chief Operating Officer
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Company data provided by crunchbase