Commercial Risk Advisor
3 months ago
The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.
POSITION SUMMARY:
The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.PRIMARY 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.Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.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.Is expected to meet monthly new business goals.EDUCATION AND EXPERIENCE REQUIREMENTS:
Certification(s): None required; None preferredLicense(s): 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 or be willing and able to obtain all required licenses within the first 90 days of employment required; 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 or be willing and able to obtain all required licenses within the first 90 days of employment preferredKNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s cultureTECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
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 necessaryOTHER REQUIREMENTS:
NoneSPECIAL WORKING CONDITIONS:
Fast paced multi-tasking environmentIMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.EEOC (STATEMENT):
BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:
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.Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.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.Is expected to meet monthly new business goals.MANAGEMENT AND SUPERVISORY SCOPE:
InsertFINANCIAL AND BUDGET ACCOUNTABILITY:
Yes/NoClick for some insight into our culture
-
Employee Benefits Advisor
1 month ago
Lakeland, United States Baldwin Risk Partners Full timeThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses...
-
Commercial Lines Advisor
2 months ago
Lakeland, United States BRP Group, Inc. Full timeThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses...
-
Senior Commercial Loan Underwriter
2 weeks ago
Lakeland, United States MidFlorida Credit Union Full timeWhy have a job when you can build a career? We are proud to be defined by the excellent service and convenience offered to our members, as well as our diverse workforce and company culture. There are many reasons to work for MIDFLORIDA, which is probably why we were voted one of Florida Trend's "Best Places to Work." MIDFLORIDA offers a positive team...
-
Commercial Lines Agent
3 months ago
Lakeland, United States Garland Insurance Inc Full timeJob DescriptionJob DescriptionLooking for a great sales opportunity? Commercial Lines Insurance sales is your answer. As a Commercial Lines Sales Representative you will be responsible for effective management of existing customers along with development and acquisition of new customers. Looking for someone with commercial lines experience to join our team....
-
Lakeland, United States Lakeland Regional Health-Florida Full timePosition DetailsLakeland Regional Health is currently seeking motivated individuals to join our team in various entry-level positions. Whether you're starting your career in healthcare or seeking new opportunities to make a difference, we have roles available across our primary and specialty clinics, urgent care centers, and upcoming standalone Emergency...
-
Fruit And Vegetable Buyer
3 weeks ago
Lakeland, United States Treatt Full timeJOB DESCRIPTION: This individual will drive the implementation of the Procurement strategy for purchased products within their remit, supporting the global department and championing teamwork. Identifying new suppliers, developing cost-reduction initiatives, increasing efficiencies, and mitigating risk from a supply perspective are integral to this role....
-
Fruit And Vegetable Buyer
1 month ago
Lakeland, United States Treatt Full timeJOB DESCRIPTION: This individual will drive the implementation of the Procurement strategy for purchased products within their remit, supporting the global department and championing teamwork. Identifying new suppliers, developing cost-reduction initiatives, increasing efficiencies, and mitigating risk from a supply perspective are integral to this role....
-
Fruit And Vegetable Buyer
1 month ago
Lakeland, United States Treatt Full timeJOB DESCRIPTION: This individual will drive the implementation of the Procurement strategy for purchased products within their remit, supporting the global department and championing teamwork. Identifying new suppliers, developing cost-reduction initiatives, increasing efficiencies, and mitigating risk from a supply perspective are integral to this role....
-
Buyer
1 week ago
Lakeland, United States Treatt Full timeJOB DESCRIPTION:This individual will drive the implementation of the Procurement strategy for purchased products within their remit, supporting the global department and championing teamwork. Identifying new suppliers, developing cost-reduction initiatives, increasing efficiencies, and mitigating risk from a supply perspective are integral to this role....
-
Buyer
1 week ago
Lakeland, United States Treatt Full timeJOB DESCRIPTION:This individual will drive the implementation of the Procurement strategy for purchased products within their remit, supporting the global department and championing teamwork. Identifying new suppliers, developing cost-reduction initiatives, increasing efficiencies, and mitigating risk from a supply perspective are integral to this role....
-
Buyer
1 day ago
lakeland, United States Treatt Full timeJOB DESCRIPTION:This individual will drive the implementation of the Procurement strategy for purchased products within their remit, supporting the global department and championing teamwork. Identifying new suppliers, developing cost-reduction initiatives, increasing efficiencies, and mitigating risk from a supply perspective are integral to this role....
-
Portfolio Management Analyst
2 weeks ago
Lakeland, United States Ag America Full timePORTFOLIO MANAGEMENT ANALYST JOB SUMMARY AgAmerica is seeking a Portfolio Management Analyst to join our fast-paced growing team. This individual will: Assist the Director of Client Relations in managing the workload and pipeline for servicing actions, upcoming maturities, covenants, annual reviews, and other servicing and compliance tasks related to the...
-
Procurement Specialist for Fresh Produce
6 days ago
Lakeland, Florida, United States Treatt Full timeJOB SUMMARY: The successful candidate will spearhead the execution of the procurement strategy for fresh produce, playing a vital role in supporting the global operations of Treatt. This position emphasizes collaboration and teamwork, focusing on the identification of new suppliers, the development of cost-saving initiatives, and the enhancement of...
-
Bulk Driver
3 months ago
Lakeland, United States MATHESON Full timePOSITION SUMMARY Primary customers are hospitals, commercial food processors, and various government agencies. Job requires long hours while remaining DOT compliant. Set schedule, with 2 consecutive days off. Night shifts, weekends, holidays, and extended-stays as needed. The position is primarily local, but candidates must be able to adjust to changes in...
-
Fuel Technician
1 month ago
Lakeland, United States OWL Services Full timeJob DescriptionJob DescriptionThe RoleOur Traveling Fuel Technicians help provide services that are designed to maintain our customers’ overall fuel site compliance.Every fuel station runs a dual risk when dispensing their product: unnecessarily giving away fuel to customers, and “shorting” customers fuel–in essence risking fines, penalties and loss...
-
Senior Produce Procurement Specialist
12 hours ago
Lakeland, Florida, United States Treatt Full timeJOB SUMMARY: The selected candidate will spearhead the execution of the procurement strategy for fresh produce, aligning with the global objectives of the organization and fostering collaboration across teams. Key responsibilities include sourcing new suppliers, implementing cost-saving initiatives, enhancing operational efficiencies, and managing supply...
-
Field Sales Manager
5 days ago
Lakeland, Florida, United States Painters Supply and Equipment Co. Full timeJob OverviewThe Field Sales Manager - Coatings Specialist for Painters Supply and Equipment Co. is tasked with serving clients in the Industrial, Commercial, and Architectural Coatings sectors. This role focuses on identifying, pursuing, and securing new business opportunities, while also nurturing and expanding existing client relationships. The position...
-
Personal Banker Associate II
23 hours ago
Lakeland, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...
-
Long Haul CDL A Driver
3 days ago
Lakeland, United States Stericycle Inc. Full timeTitle: Long Haul CDL A Driver Requisition Id: 35591 Job Function: Field Services Operations Career Area: Drivers Work Location: Lakeland, FL - Autoclave About Us: This position is based in Lakeland, FL The starting pay rate is $21.50 with overtime pay after 40 hours Stericycle is a U.S. based business-to-business services company and leading provider...
-
Long Haul CDL A Driver
13 hours ago
Lakeland, United States Stericycle Inc. Full timeTitle: Long Haul CDL A Driver Requisition Id: 35591 Job Function: Field Services Operations Career Area: Drivers Work Location: Lakeland, FL - Autoclave About Us: This position is based in Lakeland, FL The starting pay rate is $21.50 with overtime pay after 40 hours The work schedule is Thursday through Monday. The work hours are 4:00 A.M. - 12:30...