Employee Benefits Sales Advisor

Relation Insurance Services; Colorado; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401K program

Paid time off

Paid holidays

Employee assistance programs

Job summary

Relation Insurance Services is seeking a Risk Advisor responsible for new insurance account production and sales within assigned accounts. You will research markets, educate prospects on insurance services, and develop a profitable book of business while transitioning clients to service teams.

Ideal candidates have 2+ years in insurance sales, a network of COIs, strong Excel/PowerPoint skills, and the ability to travel. A college degree is preferred.

Qualifications

• 2+ years sales experience in insurance, focus on Employee Benefits preferred.
• College degree preferred with risk management experience valued.
• Strong networking and relationship-building to leverage COIs.
• Advanced MS Office skills; ability to learn new software.

Responsibilities

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines.
• Develops ISP with pipeline coverage to meet goals.
• Builds active pipeline from contacts, referrals, PPC campaigns and marketing sources.
• Documents new business activity in the system; records won/loss and reasons.

Skills

New business development

Consultative sales

Relationship building

Networking

Travel readiness

Education

College degree preferred

Risk management experience

Tools

MS Office

Job description

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.

Responsibilities

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• 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.
• 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.
• Performs other projects, duties, and tasks, as assigned.

Qualifications

• A minimum of 2+ years sales experience in the insurance industry with a focus on Employee Benefits coverage is required.
• 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).
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
• Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation.

A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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