Employee Benefits Risk Advisor

RealREPP; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

RealREPP, in partnership with a leading insurance brokerage, seeks an Employee Benefits Risk Advisor to grow client relationships and provide risk management guidance.

You will identify prospects, develop strategies, and help design benefit programs while maintaining compliance and service excellence for mid- to large-size employers.

Join a collaborative team and play a pivotal role in renewals, cross-selling services, and elevating client satisfaction in a dynamic market.

Qualifications

• Must hold and maintain current California Life and Health License.
• Proven success record in achieving sales objectives and numbers.
• 4+ years experience as an Employee Benefits Risk Advisor (Preferred).
• Bachelor's Degree (Preferred).
• We are an equal opportunity employer and value diversity at our company.

Responsibilities

• Grow and perpetuate the company by creating new relationships and maintaining existing ones.
• Provide risk management and loss prevention advice to prospects and clients.
• Cross-sell the agency’s services and manage client renewals.
• Design insurance plans and recommend coverages to clients.
• Document conversations and coordinate with carriers regarding coverages and exposures.

Skills

Sales Experience

Relationship Building

Communication Skills

Client Management

Education

California Life and Health License

Bachelor's Degree

Job description

RealREPP is teaming up with an insurance brokerage company that has been recognized year after year as one of the best insurance companies to work for in the country! If you are looking for a rewarding career while having the support of an amazing team with a great company culture, then this is the role for you!

In this role as an Employee Benefits Risk Advisor you will:

• Play a vital role in the growth and perpetuation of a company.
• Become an "owner" of a company that has developed a strong reputation in the industry.
• Employee Benefits Risk Advisors are responsible for creating new relationships and maintaining existing ones.

Primary Duties

Sales & Consulting

• Create your Personal Excellence Plan with the Sales Manager and President.
• Identify, develop and nurture relationships with prospects and centers of influence.
• Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis.
• Provide risk management/loss prevention advice to prospects and clients.
• Cross-sell the agency’s services.

Service & Retention

• Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner.
• Assist in marketing accounts when having key relationships and/or product expertise.
• Review proposals prior to meeting with clients.
• Work with the team to design insurance plans and recommend coverages to clients.
• Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures.

Role & Team Growth

• Manage workload and relationships while consistently hitting monthly sales goals.
• Attend client related professional association events along with insurance association and company events.
• Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook.
• Deliver presentations for professional associations, community events, partner webinars, etc.
• Join and participate in non-profit organizations throughout the community and sit on at least one Community Board.

Qualifications

• Must hold and maintain current California Life and Health License.
• Proven success record in achieving sales objectives and numbers.
• 4+ years experience as an Employee Benefits Risk Advisor (Preferred).
• Bachelors Degree (Preferred).
• We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.