Personal Lines Risk Advisor

3 weeks ago

Tyrone, United States The Harbin Agency, Inc Full time

Are you passionate about helping people protect what matters most? Do you thrive in a fast-paced, client-focused environment? If so, we want YOU to be part of our dynamic team We are a local, family-owned independent insurance agency offering many benefits including a Group Health and 401K plan as well as company-paid benefits such as continuing insurance education, Group life insurance, and short-term/long-term disability.
This full-time position graduates to 100% commission over 3 years as the book of business is developed and is located in Tyrone, GA.

As a Personal Lines Risk Advisor, you’ll:

  • Build Relationships: Connect with clients to understand their unique needs and offer tailored insurance solutions.
  • Grow Your Career: Access ongoing professional development and opportunities for advancement within our growing company.
  • Work with a Supportive Team: Collaborate with experienced professionals dedicated to helping you succeed.
  • Make a Real Impact: Help individuals and families secure peace of mind by protecting their homes, vehicles, and assets.

What We’re Looking For:

  • Strong communication and interpersonal skills
  • A passion for sales and helping clients find the right coverage
  • A self-starter who thrives on achieving goals
  • Prior experience in insurance or sales is a plus, but we are ready to train the right candidate

 

JOB DESCRIPTION

Summary/Objective

Responsible for developing and executing sales strategies to meet or exceed monthly and annual sales goals by generating leads through networking, prospecting, referrals, and account rounding. Responsible for conducting needs assessments, providing insurance proposals, and recommending coverage options to clients. Responsible for working in conjunction with Team Members to service current clients by maintaining ongoing relationships with those clients’ ownership teams, through continued stewardship, risk assessment, and risk management.
 

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Builds strong relationships with potential and existing clients to identify and meet their insurance needs
  2. Promotes teamwork by maintaining a positive and respectful attitude with colleagues.
  3. Collaborates with underwriters and other internal teams to ensure client satisfaction and timely policy issuance
  4. Demonstrates strong communication skills through effective verbal and/or written exchanges, active listening and respectful response.
  5. Maintains accurate records of customer interactions & sales activity through the Agency’s CRM system.
  6. Maintains confidentiality of all information related to clients, employees, carriers, or as appropriate, other information.
  7. Strives to increase knowledge and/or enhance skills through continuing education by attending industry events, conferences, trade shows, etc as well as participating in regular sales training & other professional development activities.

Core Competencies

  1. Customer / Client Focus
  2. Technical Capacity with proficiency in Microsoft Office Suite
  3. Organization Skills
  4. Communication Proficiency
  5. Collaboration Skills
  6. Business Acumen
  7. Strong negotiation and closing skills

Work Environment

This job operates in a professional office environment.
This role routinely uses standard office equipment such as computers, phones, copiers, and other devices.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is required to talk or hear all day.  The employee is frequently required to sit, stand, walk, use hand to handle or feel and reach with hands and arms.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Position Type/Expected Hours of Work

This is a full-time position working Monday through Friday, 8:30 a.m.
to 5 p.m.  Hours may vary depending on the department and scope of work assigned.

Travel

This position requires travel.

Required Education and Experience

  1. High School Diploma or GED
  2. Insurance License

Preferred Education and Experience

  1. Bachelor’s degree from a college or technical school with a focus on business, marketing, or related field
  2. Minimum of 3 years of sales experience with a proven track record of meeting or exceeding sales targets
  3. Prior insurance sales experience

AAP/EEO Statement

The Harbin Agency is an Equal Opportunity Employer.

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