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Client Relationship Specialist

2 months ago

Baltimore, Maryland, United States Unison Risk Advisors Full time

At Unison Risk Advisors, we are committed to providing a dynamic and fulfilling career path in the fields of risk management, insurance, and employee benefits. Our focus on employee development ensures that we invest in our team members' growth and success.

We are currently seeking a Client Advisor to join our Employee Benefits division. The ideal candidate will play a crucial role in nurturing, developing, and managing both new and existing client accounts. This position requires a proactive approach to account management and exceptional service delivery to meet client expectations.

Key Responsibilities:

  • Identify and qualify potential leads by analyzing market positions and researching sales options.
  • Foster strong client relationships by providing ongoing support, insights, and recommendations for new opportunities, including cross-selling initiatives.
  • Collaborate with various divisions to promote the full range of products and services offered by Unison Risk Advisors.
  • Stay informed about industry trends, market dynamics, and competitive landscape.
Qualifications:
  • 2 to 7 years of sales experience in a relevant industry is preferred if no prior insurance experience exists.
  • For candidates with insurance experience outside of brokerage, 2 to 5 years in underwriting, risk control, claims, or similar roles is preferred.
  • If you have brokerage experience in the insurance sector, 1 to 3 years in a sales capacity is preferred.
  • A well-established network in the surrounding regions is advantageous.
  • Sales experience in sectors such as Healthcare, Education, Real Estate, Construction, Non-Profit, Manufacturing, and Professional Services is beneficial.
Ideal Candidate Profile:
  • Strong awareness of how individual contributions influence company success.
  • Ability to deeply understand client needs, ensuring their priorities are recognized while identifying cross-selling opportunities.
  • Motivated by the prospect of driving new business initiatives.
  • Possess a proactive and tenacious approach to sales.
Benefits:
  • Competitive salary based on experience, along with a comprehensive benefits package.
  • Flexible hybrid or remote work options.
  • Generous time-off policies.
  • 401k plan with stock match and profit-sharing opportunities.
  • Employee ownership options.
  • Tuition reimbursement for continued education.
At Unison Risk Advisors, we prioritize finding and nurturing top talent in risk management, insurance, and employee benefits. We also seek skilled professionals in marketing, sales, finance, human resources, technology, and administration to support our operations.