Business Risk Advisor

4 weeks ago

Valparaiso, United States General Insurance Services Full time
Job DescriptionJob Description

Purpose: The Business Risk Advisor identifies and solicits prospects and builds relationships with clients in a professional manner to effectively meet sales goals.

Responsibilities:

  1. Effectively meet sales goals and build relationships with clients. a. Continually search for sales prospects from various sources via direct mailings, current clients (commercial and personal), phone contacts, community involvement, etc. b. Review exposures, analyze insurance needs, and make recommendations for existing and prospective clients. c. Provide quotes and coverage overviews to prospective clients. d. Cross-sell and try to write the whole account e. Conduct periodic reviews with your existing clients f. Respond to all incoming calls, voicemails and emails from clients, ideally within the same day.

  2. Meet monthly new business premium goals. a. Use a variety of sources such as outgoing calls, incoming quote requests, referrals, niche marketing, etc. to solicit new business. b. Acquire enough information to complete applications, questionnaires, photos, diagrams, etc for new business submissions. c. Present the proposal in a professional and effective manner by explaining all coverage offered. d. Close the sale and pick up necessary deposit, if any.

  3. Stay aware of the market. a. Maintain knowledge of underwriting criteria for CL carriers represented by the agency.
    b. Keep up-to-date on company issues, coverages, rates, rules, etc. c. Select markets where you want the risk quoted. d. Maintain a working relationship with underwriters. e. Be familiar with company website(s) so you can access information, as needed. f. Become familiar with rating systems and be able to use it to quote new business, etc. g. Solicit referrals from existing CL accounts and obtain cross-sell referrals from other departments within the agency. h. Provide referrals to other departments within the agency. i. Keep abreast of current marketing techniques. Provide communication and marketing ideas to the department so as to benefit the growth of the agency.

Knowledge, skills and abilities:

  1. Indiana Property and Casualty agent’s license is required.
  2. Bachelor degree in business preferred; the ability to read with good comprehension and precise mathematical skills and an understanding of business and marketing.
  3. The ability to deftly access all company websites for billing information, uploading endorsements, and answering client questions.
  4. Empathic listening skills and careful speaking skills.
  5. A thorough knowledge of the phone system, including the ability to transfer calls and conference call.
  6. The ability to use Outlook to send and receive emails including attachments.
  7. The ability to utilize the in-house software systems within 60 days of employment. These skills include using Genifax, scanning and attaching appropriate items in AMS; a working knowledge of the carrier websites and TransactNow in order to answer customer questions and service their needs.
  8. The ability to produce documents and applications thru the AMS system or carrier websites to write and maintain business.

  • Precision Ag Consultant

    4 weeks ago

    Valparaiso, United States Castongia Tractor Valparaiso Full time

    **Precision Ag Consultant** **Who We Are** Castongia Tractor is a team of professionals focused on helping our customers grow by providing accurate, timely and valuable solutions for our Agricultural, Commercial, and Residential partners’ ever-changing needs through providing high quality products, first-class product support and cutting edge new...

  • Lecturer in Finance

    4 weeks ago

    Valparaiso, United States Valparaiso University Full time

    Lecturer in FinanceValparaiso University: College of Business: FinanceLocationValparaiso, IN DescriptionAbout Valparaiso University Valparaiso University (“Valpo”), a community of learning grounded in the Lutheran tradition of scholarship, freedom, and faith, prepares students to lead and serve in church and society. Located one hour southeast of...

  • QI Compliance RN

    5 days ago

    Valparaiso, United States Visiting Nurse Association Full time

    Job DescriptionJob DescriptionDescription:VNA Hospice of NWI is seeking:QI Compliance RNPart-time 30 hoursSalary: NegotiableVisiting Nurse Association of NWI is seeking a QI Compliance RN to serve as a subject matter expert for compliance related issues. Collaborate with all aspects of operations in order to provide regulatory compliance, interpretation and...

  • QI Compliance RN

    1 week ago

    Valparaiso, United States Visiting Nurse Association Full time

    Job DescriptionJob DescriptionDescription:VNA Hospice of NWI is seeking:QI Compliance RNPart-time 30 hoursSalary: NegotiableVisiting Nurse Association of NWI is seeking a QI Compliance RN to serve as a subject matter expert for compliance related issues. Collaborate with all aspects of operations in order to provide regulatory compliance, interpretation and...

  • Project Manager

    2 weeks ago

    Valparaiso, United States Alliance Group Technologies Full time

    Job DescriptionJob Description Qualifications: University Degree or Technical School Degree. Experience: 3 plus years of Industrial Project Management experience preferably in the Utilities, Oil & Energy, or Telecommunications industries. Responsibilities: Develop expanding proficiency in project integration management which is the essential tool for the...

  • Sales Executive

    2 weeks ago

    Valparaiso, United States Buckman Full time

    DescriptionSales ExecutiveLocation: Valparaiso, IndianaLanguage: EnglishTravel: 30%Level: AssociateBuckman is a privately held, global specialty chemical company with headquarters in Memphis, TN, USA, committed to safeguarding the environment, maintaining safety in the workplace, and promoting sustainable development. Buckman delivers exceptional service and...

  • Insurance Sales Agent

    4 weeks ago

    Valparaiso, United States The Avers Agency Full time

    Job DescriptionJob DescriptionWe want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our Insurance Sales Agent position has the solid communication skills it takes to drive insurance sales among potential clients and new clients. Bring...

  • Assistant Director of Student Activities

    4 weeks ago

    Valparaiso, United States Valparaiso University Full time

    Assistant Director of Student Activities   Valparaiso, IN • ID:1004-674• Full-Time/Regular The Assistant Director of Student Activities is a full-time professional staff position that is part of the Student Life Division at Valparaiso University. In conjunction with the Director for Student Involvement and New Student Programs, the Assistant Director...

  • Systems Engineer

    4 weeks ago

    Valparaiso, United States Trust Tech, LLC Full time

    Job DescriptionJob DescriptionDescription:The Systems Engineer is a vital member of the services team and is a key contributor at every level of our professional services and managed services delivery. The Systems Engineer serves as the highest-level subject matter expert for clients’ IT environments. The System Engineer maintains client uptime and...

  • Systems Engineer

    2 weeks ago

    Valparaiso, United States Trust Tech, LLC Full time

    Job DescriptionJob DescriptionDescription:The Systems Engineer is a vital member of the services team and is a key contributor at every level of our professional services and managed services delivery. The Systems Engineer serves as the highest-level subject matter expert for clients’ IT environments. The System Engineer maintains client uptime and...

  • Director, Office of Sponsored and Student Research

    2 weeks ago

    Valparaiso, United States Valparaiso Full time

    Job DescriptionThe Director of the Office of Sponsored and Student Research is a leader, collaborator, and central resource for faculty, senior administration, and staff seeking external funding for research, teaching, student service programs, and strategic initiatives. Reporting to the Assistant Provost, the Director is a knowledgeable, approachable, and...

  • Director, Office of Sponsored and Student Research

    2 weeks ago

    Valparaiso, United States InsideHigherEd Full time

    Director, Office of Sponsored and Student Research Tracking Code1038-674Job DescriptionThe Director of the Office of Sponsored and Student Research is a leader, collaborator, and central resource for faculty, senior administration, and staff seeking external funding for research, teaching, student service programs, and strategic initiatives. Reporting to the...