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Sales Advisor

3 months ago

Phoenix, Arizona, United States Reseco Insurance Advisors Full time

Reseco Advisors:

Core Values

_Care - __Empathy, respect and compassion are that the core of every interaction. _

Positive Energy - _Be a _
_Tigger__, not an _
_Eeyore___

Earn Trust:

- _We honor our commitments and deliver on our promises._

_Team Work _:

- _Selfless collaboration to increase velocity, solve issues and achieve goals. _

G.R.I.T -
Guts |
Resilience |
Initiative |
Tenacity

Results Driven - _We identify the present, establish the target, create a path to achieve it, and then do it again._

The Role
This position will work closely with clients providing education and data-driven insights to advise them in their business strategies. We help solve difficult business challenges and dollarize our value utilizing analytics. We are looking for an entrepreneurial business development-minded person.

You must have a high impact, high results mindset who can connect with our clients and think strategically and proactively anticipating a client's needs.

This position will have a great impact on the overall success of Reseco and we would love for you to be a part of our team.


Principal Duties and Responsibilities

  • Main point of contact for the client addresses questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates clients on exclusions and exposures, resolves accounting discrepancies, communicates effectively with internal/external clients, provide exceptional service to internal/external clients.
  • Initiates relationships and communicates with client decisionmakers and personnel to effectively resolve a majority of client inquiries and concerns independently from the Producer.
  • Strategic client planning and consistently communicating, collaborating with internal personnel (Producers, P&C Marketing, Claims, Risk/Safety, Accounting) to attain superior outcomes.
  • Manages the entire Stewardship process and delivery for assigned clients.
  • Successfully manages and is accountable for the book of business revenue of $1 million or more
  • Review proposals and communicate expectations with P&C Marketing, presenting proposals to clients, and communicating binding instructions to the internal service team.
  • Review audits, cancellation notices, endorsements, contracts, subcontracts and advise the client on recommended actions and best practices.
  • Mentor and develop staff as requested by the Director of P&C.
  • Regularly schedule, lead and actively participate in client meetings, both on and offsite.
  • Conduct all business in accordance with established policies and procedures.
  • Other duties as assigned.

Requirements:

An organized individual with a demonstrated track record of excellent customer service and presentation skills.
A strategic mindset that can autonomously work with clients to determine and deliver the products that fit their needs.

Knowledge, Skills and Abilities Required:

  • High School Diploma or GED
  • Property Casualty license and commercial experience
  • 15+ years proven insurance industry technical experience servicing middlemarket to large accounts
  • Acceptable driving record and auto insurance

Preferred:

  • Some college or technical training in related discipline
  • Construction experience
  • CIC, CRIS, CPCU, CRM, or ARM designations
  • Previous Applied EPIC experience