AI-Powered Insurance Growth Advisor

Relation Insurance Services; United States; On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Competitive pay

401K

Paid time off

Job summary

Relation Insurance Services is seeking a Risk Advisor to drive new insurance account production and sales within assigned accounts. This role conducts market research, educates clients about services, promotes solutions, and maintains a profitable book of business while upholding a professional image with clients, carriers, and colleagues.

Day-to-day activities include contacting prospects, following up on leads, designing custom insurance plans, quoting coverage, collecting premiums,

Qualifications

• High school diploma or equivalent.
• Strong negotiator with good problem-solving abilities.
• Excellent communication skills to explain complex issues.

Responsibilities

• Contacts current, past and potential clients to solicit new and renewed business.
• Follows up on leads and responds promptly to referrals.
• Designs custom insurance plans and recommends appropriate coverage.
• Prepares summaries of insurance, schedules and proposals.
• Leverages technology, including AI solutions, to enhance prospect engagement.

Skills

Negotiation

Interpersonal skills

Microsoft Office

Independent/Team work

Insurance advisory

Financial calculations

Education

High school diploma

Tools

Excel

PowerPoint

Word

Job description

Relation Insurance Services is seeking a Risk Advisor to drive new insurance account production and sales within assigned accounts. This role conducts market research, educates clients about services, promotes solutions, and maintains a profitable book of business while upholding a professional image with clients, carriers, and colleagues.

Day-to-day activities include contacting prospects, following up on leads, designing custom insurance plans, quoting coverage, collecting premiums,