Leavitt Group · 2 days ago
Personal Lines Risk Advisor
West Jefferson, NC
Full-time
Onsite
Mid Level
3+ years expLeavitt Elite Insurance Advisors (LEIA) is committed to providing peace of mind through quality service and innovative solutions. The Personal Lines Risk Advisor is responsible for identifying clients’ risks and insurance needs, promoting the agency, and increasing sales production while maintaining positive customer relationships.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Actively participates in the retention and growth of Agency book of business by meeting assigned sales goals
Follows agency procedures for the input, servicing, and maintenance of:
New Business
Renewals
Endorsements
Cancellations
Billing/Financing
Certificates/Schedules of Insurance
Payments
Quotes
Claims
Reviews accounts to identify and target new business opportunities for existing clients
Consults with clients to answer queries on subjects such as exposure, coverage, and risk calculations to educate clients on the varied topics regarding risk management and insurance needs in a timely manner
Recommends insurance coverages to mitigate client’s risk exposure
Meet agency directed sales goals by the marketing of Personal Lines products through the establishment of relationships, centers of influence and marketing of Agency
Maintains, identifies, and quantifies risks for agency book of business
Attend regular scheduled meetings with Personal Lines VP and Agency
Provides weekly activity reports to VP Personal Lines Sales
Stays up to date on the use of the latest models or techniques used to provide cutting-edge services to carriers and Agency
Stays up to date with industry knowledge and regulations
Represents Agency in a respectful and dignified manner
Maintain all necessary licenses and applicable continuing education requirements
Fulfills other duties as assigned by Executive Leadership team
Qualification
Required
Superior sales and customer service experience required
Superior communication skills both verbal and written
Strong attention to detail and organizational skills
Possesses time management and the ability to prioritize
Intermediate to advanced level consulting and understanding of advanced risk management concepts
Ability to quickly establish credibility and rapport with all others
Experience working in a collaborative environment
Critical thinking and influencing skills that effectively drive business needs
Negotiating change to achieve optimal outcomes
Ability to give and receive coaching and feedback
Ability to multi-task and function in a fast-paced environment
Knowledge and use of Microsoft Office, Word and Excel
NC Personal Lines or Property & Casualty License required (P&C preferred)
High school diploma or general education degree (GED)
Preferred
3 years insurance sales and service experience (preferred not required)
AMS360 and Agency Zoom knowledge preferred but not required
NC Life and Health license optional
Nonresident licensing may be required
Benefits
Affordable Benefits: Medical, Dental, Vision, Life, Long-Term and Short-Term Disability
Matching 401K plan
Paid time off (vacation, sick leave, and holidays)
Paid continuing education and licensing renewals
Exciting growth opportunities
Company
Leavitt Group
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.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Leavitt
Executive Chairman & CEO
Joe Callister
Chief Operating Officer
Company data provided by crunchbase