Risk Management Specialist

1 day ago


Bethesda, Maryland, United States Vibrant Full time

About The Role

The Private Risk Advisor will be responsible for selling new accounts and renewing existing ones in line with firm and individual goals. This role requires building and maintaining relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.

Key Responsibilities:

  • Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
  • Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
  • Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
  • Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
  • Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
  • Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
  • Positively represents the firm in the community and with our insurance company partners.
  • Performs other functions as assigned by leadership.
  • Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.

Requirements

  • Certification(s): None required; None preferred.
  • License(s): Current State issued Property and Casualty Agent License, or General Lines Agent License.
  • Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions.
  • Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture.
  • Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Ability to learn any other appropriate program or software system used by the firm as necessary.

About Our Offer

We estimate the annual salary for this position to be around $80,000-$120,000 based on similar roles in the Bethesda area. Additionally, we offer a fast-paced, multi-tasking environment with travel requirements. If you are looking for a challenging role that aligns with your skills and experience, please apply now



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