Employee Benefits Growth Architect

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

Job summary

Relation Insurance Inc. is seeking a dynamic Risk Advisor in the United States (Arizona) to drive new insurance account production and sales within assigned accounts.

You will research markets, educate clients, promote insurance services, and grow a profitable book of business while maintaining a professional image with clients and carriers. You will build an active pipeline, close new business, and transition clients to service teams, leveraging COIs and industry engagement.

Qualifications

• Life and Health License from state of domicile is required and must be maintained.
• Minimum of 2+ years sales experience in the insurance industry with a focus on Employee Benefits.
• College degree preferred with preference given to individuals with experience in Risk Management.
• Strong networking and strategic vision of relationship building and utilization of Centers of Influence (COI).
• Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of complex employee benefits lines of coverage.
• Outstanding written and verbal communications skills are required to maintain effective relationships with clients, co-workers, underwriters, vendors and others.
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
• Strong working knowledge of insurance markets, products and usages, as well as insurance rating and underwriting procedures.
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Ability to work independently and on a team.

Responsibilities

• 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 the appropriate system(s).
• Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time.
• 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 projects, duties, and tasks, as assigned.

Skills

Sales experience

Employee benefits knowledge

Networking / COI

Presentation skills

Written and verbal communication

Education

College degree preferred

Tools

Excel

PowerPoint

Word

Job description

Relation Insurance Inc. is seeking a dynamic Risk Advisor in the United States (Arizona) to drive new insurance account production and sales within assigned accounts.

You will research markets, educate clients, promote insurance services, and grow a profitable book of business while maintaining a professional image with clients and carriers. You will build an active pipeline, close new business, and transition clients to service teams, leveraging COIs and industry engagement.