Commercial Insurance Risk Advisor: Grow Your Book

Legacy Risk Solutions, LLC; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Flexible Spending Account (FSA)

Life insurance coverage

Short-term and long-term disability

Accident and critical illness coverage

Generous Paid Time Off (PTO)

Job summary

Legacy Risk Solutions, LLC, based in Georgia, is seeking an experienced Commercial Lines Insurance Risk Advisor to grow a book of business across diverse industries. You will develop relationships, tailor risk management solutions, and present proposals to executives and business owners.

The role emphasizes prospecting, collaboration with underwriters, and ongoing client reviews to identify evolving risks and cross-selling opportunities.

Qualifications

• Active Property & Casualty (P&C) license required.
• 3+ years of commercial insurance sales or business development experience.
• Proven success growing a commercial book of business.
• Strong knowledge of commercial insurance products, coverages, and risk management principles.
• Excellent relationship-building, negotiation, presentation, and communication skills.
• Self-motivated with a strong entrepreneurial mindset and the ability to work independently.
• Strong organizational and time-management skills with the ability to manage multiple priorities.
• Experience with Applied Epic or a similar agency management system is preferred.

Responsibilities

• Develop new commercial insurance business through prospecting, networking, referrals, and community involvement.
• Identify prospective clients’ insurance needs and recommend customized commercial insurance and risk management solutions.
• Build and maintain long-term relationships with business owners, executives, and decision-makers.
• Prepare and present insurance proposals while effectively communicating coverage options and value-added services.
• Collaborate with carrier partners and underwriters to negotiate competitive coverage terms and pricing.
• Work closely with Commercial Lines Account Managers to ensure a seamless onboarding and service experience for new clients.
• Conduct annual client reviews to identify evolving business risks, coverage gaps, and cross-selling opportunities.
• Maintain an active sales pipeline and consistently achieve new business production goals.
• Stay informed on commercial insurance products, market conditions, carrier appetites, and industry trends.
• Accurately maintain client activity and sales opportunities within the agency management and CRM systems.

Skills

Relationship-building

Negotiation

Presentation

Communication

Self-motivation

Tools

Applied Epic

Job description

Legacy Risk Solutions, LLC, based in Georgia, is seeking an experienced Commercial Lines Insurance Risk Advisor to grow a book of business across diverse industries. You will develop relationships, tailor risk management solutions, and present proposals to executives and business owners.

The role emphasizes prospecting, collaboration with underwriters, and ongoing client reviews to identify evolving risks and cross-selling opportunities.