Client Advisor

2 months ago

Atlanta, United States Sterling Seacrest Pritchard, Inc Full time
About the Organization
At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second.

We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions.

EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Category
Insurance

Description

General Summary: Solicits new clients and services existing clients in a manner consistent with the firm's goals, culture and approach to sales.

Essential Functions:
  • Business development of clients through a consulting and partnering approach. Offers clients innovative solutions and resolves difficult risk issues.
  • Gathers data for service team to prepare quotes; analyzes market summaries; negotiates with underwriters as appropriate and presents proposal to client;
  • Develops a network of prospects by various methods including but not limited to cold calling, referrals, industry and special interest groups as well as centers of influence.
  • Keeps current with carriers, strategic partners, products/services and applicable legislation.
  • Consistently strive to learn and grow knowledge of the industry
  • Conducts risk management audits in conjunction with a client team. Ensures timeframes and deliverables are met in the sales process. Transitions new accounts to the client team seamlessly.
  • Informs agency personnel of major developments, renewals results, etc. as required and on a timely basis.
  • Attends team and producer meetings, and submits expense report as required.
  • Performs other duties and special projects as assigned.
  • Acts as a backup to team personnel when necessary.
  • Maintains confidential information.


Position Requirements

Prior insurance sales experience in an agency setting. Current Property & Casualty or Life and Health license. Demonstrated sales success with a track record of gaining commitment from prospects. Strong presentation skills with high energy and the ability to work independently as well as within a team. Data gathering skills and an analytical thought process with a high level of problem solving skills. Exceptional written and verbal communication skills paired with above average knowledge of Microsoft Outlook, Word, Excel and Access.

Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.

Full-Time/Part-Time
Full-Time

Shift
-not applicable-

City

State

Position
Client Advisor (2)

Exempt/Non-Exempt
Exempt

Open Date
1/18/2024

This position is currently accepting applications.

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