Starkweather & Shepley Insurance Brokerage Inc. · 3 hours ago
Commercial Risk Advisor
East Providence, RI
Full-time
Onsite
Mid LevelStarkweather & Shepley Insurance Brokerage Inc. is seeking a Commercial Risk Advisor to pursue new business opportunities and maintain relationships with existing clients. This role focuses on generating leads, developing strong networks, and providing professional risk management advice while adhering to corporate standards of excellence.
Commercial InsuranceInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Generate leads and pursue new client opportunities. Prospect for business based on your local networks, connections, and communities; send referrals to other departments
Develop strong Centers of Influence, network to develop new business opportunities; responsible for meeting or exceeding new business goals set annually
Complete and/review the large client survey to gather all pertinent information and work with your assigned account management team to review current policies
Develop and maintain active expiration lists through internal and external sources
Achieve trusted advisor status with clients, provide professional risk management advice to prospects and clients
Maintain and foster strong business-to-business relationships
Maximize growth and retention by providing exceptional customer service to clients
Make arrangements with clients to ensure premium payment on a timely basis and be responsible for management of collections for assigned accounts
Conduct renewal strategy meetings at renewal to address coverage gaps, limit adequacy, and provide industry and insurance trends
Obtain information for quotes and, if applicable, work with the marketing team to obtain quotes from the insurance marketplace
Provide input on renewal premium negotiations with account management team
Work with assigned account management team to prepare proposals and present to prospects and clients
Work with assigned account management team to set renewal timeline and complete pre-underwriting, information gathering, submissions, coverage analysis, and proposal presentations if needed
Conducts proposal meeting with client
Utilize company systems as applicable; Sagitta, ImageRight, Helix
Develop accounts and cross-sell available products and services
Performs other duties as assigned
Qualification
Required
Fluency in MS Office products
Effective, professional verbal and technical written communication skills
Superior sales and networking skills; must be an effective networker
Proven track record of success in high activity sales model with clear examples of results
Must be a good listener and have a strong work ethic
Proven analytical skills
Must be detail-oriented, with the ability to plan, manage, and oversee a book of business
A self-starter with an entrepreneurial approach and hands-on experience
Must be willing to work outside of core hours as needed
Ability to multitask and operate in an ever-changing environment is critical
Ability to communicate clearly, to work well with others, and to manage time effectively
Proven record of servicing a book of business with at minimum $500K in revenue
Producer license is Mandatory
Sales experience, preferably in Insurance; commercial property and casualty or related business-to-business sales experience
Willingness to continue education is essential
Preferred
CIC, CPCU, AAI, or AIS designations preferred
Bachelor's degree in a relative field preferred, or equivalent in work experience
Company
Starkweather & Shepley Insurance Brokerage Inc.
At Starkweather & Shepley, we embrace the entrepreneurial spirit of our clients.
Founded in 1879
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Larry Keefe
Chairman & CEO
Richard Anderson
Chief Financial Officer
Recent News
Providence Business News
2025-07-13
Insurance Business America
2024-05-24
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