Veracity Insurance Solutions, LLC · 7 hours ago
Retail Risk Advisor
United States
Full-time
Remote
Mid Level
$70K/yr - $80K/yrVeracity Insurance Solutions, LLC is a unique insurance partner focused on empowering small business owners. They are seeking a motivated Retail Risk Advisor to drive new business through consultative sales efforts, assess client risks, and recommend tailored insurance solutions.
FinanceFinancial ServicesHealth CareInsurance
Responsibilities
Convert inbound, marketing-generated leads into active policyholders through consultative sales across Insurance Canopy’s digital platforms
Prospect and qualify opportunities via phone, email, and virtual meetings, ensuring alignment with client needs, eligibility, and underwriting requirements
Assess the unique risks and coverage needs of small business clients across various industries using consultative selling techniques
Recommend customized insurance solutions, including bundled and complementary products, that deliver meaningful protection and value
Identify and present cross-sell and upsell opportunities to support broader client coverage needs
Respond promptly to inbound leads in accordance with standard operating procedures, maximizing engagement and conversion opportunities
Build, manage, and grow a robust sales pipeline in HubSpot, maintaining accurate and detailed records of lead status, interactions, and outcomes
Track all sales activities, deal progress, and communications to ensure visibility, accountability, and effective forecasting
Maintain up-to-date knowledge of Insurance Canopy products, carrier underwriting guidelines, and industry best practices
Participate in carrier training, internal product training, and Learning & Development programs to ensure technical proficiency and compliance
Prepare accurate insurance quotes that reflect prospect needs and product eligibility
Finalize policy agreements, secure appropriate payment terms, and ensure seamless policy binding and activation
Partner with Account Management to onboard new clients and ensure smooth handoffs post-sale
Collaborate cross-functionally with underwriting, account management, and client service teams to accelerate deal closure and deliver a cohesive client experience
Provide market feedback, competitive insights, and client input to support marketing strategy and product development
Cultivate referrals from existing clients to supplement inbound lead flow and expand the sales pipeline
Adhere to all licensing requirements, systems training, and standard operating procedures for lead management, CRM usage, and client engagement
Required to perform other duties as requested, directed, or assigned
Qualification
Required
Experience in consultative sales, preferably within insurance, financial services, or a related field
Strong client-focused mindset with the ability to build trust, listen actively, and recommend appropriate solutions
Familiarity with small business insurance products, including workers' compensation, inland marine, and excess policies (or the ability to learn quickly)
Proficiency using CRM platforms such as HubSpot to manage pipelines, track interactions, and maintain high data quality
Excellent verbal and written communication skills, including the ability to present coverage options and close sales
Strong organizational and time management skills with the ability to prioritize leads, follow-ups, and administrative tasks
Comfort working in a fast-paced, inbound sales environment with fluctuating lead volume
Collaborative approach with the ability to work effectively with underwriting, account management, and client service teams
Technology-savvy, including comfort with virtual meeting tools (e.g., Zoom, Microsoft Teams) and standard office software
Active insurance license or ability to obtain and maintain required licensing
Benefits
Health, dental, and vision plans
Amazing work-life balance with 4 weeks of Paid Time Off
10 Paid Company Holidays with 2 floating holidays
401K Programs with employer match
Personal assistance programs for support in a healthy personal and work life
Company
Veracity Insurance Solutions, LLC
Veracity Insurance Solutions is an international insurance brokerage firm specializing in the placement of Programs, General Liability, and Product Liability Insurance.
Founded in 2012
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Chris Van Leeuwen
Vice President of Sales/CSO
Alan Sanchez
Business Development Partner
Recent News
2023-12-01
Kansas City Business Journal
2023-11-19
Company data provided by crunchbase