Risk Advisor, Commercial Lines

4 days ago

Charlotte, NC, United States Relation Insurance Inc Full time
WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE'RE LOOKING FOR

The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.

WHAT YOU'LL BE DOING
  • Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
  • Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
  • Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.
  • Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC's), other Relation colleagues and Relation marketing sources.
  • Documents new business activity in Relation's sales tracking system.
  • Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation's sales tracking system.
  • Develops and presents recommendations to clients based on consultative selling approach.
  • Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.
  • Recommends and assists clients with technical services including loss control and claims. advocacy programs utilizing our in-house loss control and claims advocacy teams.
  • Seamlessly transitions sold clients to the designated client service/account management team.
  • Serves as client's valued advisor, building a strategic and personal relationship with key client decision makers.
  • Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.
  • Has a keen sense of humor, a competitive drive and winning spirit.
  • Performs other duties and special projects as assigned.
WHAT YOU NEED TO BRING TO THE TABLE
  • Property and Casualty Insurance License is required and must be maintained.
  • College degree or minimum 2 years' sales experience in the insurance industry is preferred.
  • Experience working with complex commercial coverage.
  • Strong negotiator, avid problem solver and works well with different personalities to ensure sale.
  • In depth understanding of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures.
  • Outstanding interpersonal and communications skills are required to explain complex coverages, receive and interpret information and respond appropriately.
  • Ability to prioritize and handle multiple tasks in a demanding work environment.
  • Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
WHAT WE WILL BRING TO THE TABLE
  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
  • Career advancement and development opportunities.
  • Paid training and continuing education to obtain/maintain your insurance license.

#LI-TP1

Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

$100,000.00 - $250,000.00

  • Risk Advisor

    4 days ago

    Charlotte, NC, United States TowneBank Full time

    Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Commercial Lines Risk Advisor to join our Charlotte, NC team. This is a sales-oriented position, requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and proven ability to pursue and close sales...

  • Credit Risk Review Advisor Senior

    2 weeks ago

    Charlotte, NC, United States PNC Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Credit Risk Review Advisor Senior

    2 weeks ago

    Charlotte, NC, United States PNC Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Consulting Analyst

    2 days ago

    Charlotte, NC, United States Strategic Risk Solutions Full time

    Strategic Risk Solutions Inc. (SRS), the world's leading independent captive insurance manager, is growing and looking for a Consulting Analyst to join our US Advisors consulting team. This in office position will provide essential analytical support and insights to help clients optimize their captive insurance programs. This role will involve detailed data...

  • Executive Commercial Lines Underwriter

    4 days ago

    Charlotte, NC, United States Utica National Insurance Group Full time

    The Company At Utica National Insurance Group, 1,300 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $1.7B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United...

  • Regional Operations Manager

    1 week ago

    Charlotte, NC, United States Towne Family of Companies Full time

    Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Commercial Lines Regional Operations Manager to join our team. The Commercial Lines Regional Operations Manager is responsible for leading and optimizing operational performance across multiple offices or territories within the region. This role ensures consistent...

  • Regional Operations Manager

    2 weeks ago

    Charlotte, NC, United States TowneBank Full time

    Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Commercial Lines Regional Operations Manager to join our team. The Commercial Lines Regional Operations Manager is responsible for leading and optimizing operational performance across multiple offices or territories within the region. This role ensures consistent...

  • Regional Operations Manager

    2 weeks ago

    Charlotte, NC, United States Towne Family of Companies Full time

    Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Commercial Lines Regional Operations Manager to join our team. The Commercial Lines Regional Operations Manager is responsible for leading and optimizing operational performance across multiple offices or territories within the region. This role ensures consistent...

  • Regional Operations Manager

    2 hours ago

    Charlotte, NC, United States TowneBank Full time

    Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Commercial Lines Regional Operations Manager to join our team. The Commercial Lines Regional Operations Manager is responsible for leading and optimizing operational performance across multiple offices or territories within the region. This role ensures consistent...

  • Commercial Lines AVP/Team Leader

    2 weeks ago

    Charlotte, NC, United States NFP Full time

    Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement...