Commercial Producer/Risk Advisor

3 weeks ago


Lancaster, United States Surge Staffing Full time $30 - $36
Job DescriptionJob Description

Position Summary

The Commercial Risk Advisor is responsible for generating new clients from prospecting and lead generation, to closing the sale. As a producer, you will also maintain a book of business by becoming a trusted advisor to clients through risk management plans and solutions designed specifically for their businesses.

 

Responsibilities:          

  • Generate leads and maintain a healthy pipeline of opportunities through outbound prospecting, including referrals, strategic relationships, drop-ins, phone calls, emails, and LinkedIn
  • Track weekly pipeline progress from prospecting to closing
  • Prequalify insurance prospects for insurability and quality of risk
  • Survey loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients
  • Design insurance program and prepare proposal for risk management solutions
  • Make sales presentation to prospective clients
  • Close accounts with the support of your experienced mentors

 

Retention of Current Clients:

  • Work with current clients to review coverage annually or as needed
  • Cross-sell or up-sell based on needs of client
  • Maintain relationships of existing clients and coverages to reach a set retention goal

 

Personal and Organizational Development:

  • Participate in sales meetings
  • Identify market trends to improve overall marketing strategy

 

Requirements

  • Business-to-Business sales experience and skills
  • Insurance license must be obtained within first 30 days of employment
  • Strong network of local business contacts
  • Bachelor's degree preferred, but not required
  • Ability to effectively communicate verbally and in writing with prospects, clients, and carriers.

 



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