Growth-Oriented Risk Advisor | Client Partnerships

Hummel Group; Burton Township (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Hummel Group in Burton, OH is seeking a Business Risk Advisor to grow a book of business by developing new relationships with prospects and maintaining relationships with existing clients.

The role involves searching for qualified prospects, meeting with clients to review exposures, developing strategy, and presenting proposals. It requires a college degree, a Property & Casualty license, and willingness to pursue professional designations; travel offsite as needed.

Qualifications

• Bachelor's degree preferred; professional insurance designations encouraged.
• Must hold and maintain Property & Casualty license.
• Willingness to pursue industry designations.
• Prior sales experience preferred.

Responsibilities

• Searches for qualified new prospects, sets meetings, pursues sales efforts, and closes new business.
• Meets with existing and prospective clients to review exposures, analyze needs, develop strategy, and make recommendations.
• Oversees preparation of proposal material, reviews insurance program coverage, and presents proposals to prospective clients.
• Involves Account Executive as needed to prepare or present final proposal materials.
• Explains insurance programs and alternative risk solutions to clients.
• Works to achieve annual new business goal.
• Determines renewal strategy with the operational team.
• Participates in training and sales meetings to enhance knowledge and skills.
• Introduces the client to the support team for day-to-day service; provides guidance on escalated issues.
• Documents detailed client meeting notes and follow-ups to the operations team.
• Supports agency goals and minimizes error & omissions exposure.
• Establishes and maintains client contacts through community and professional organizations.
• Develops rapport with clients and entertains clients as appropriate.
• Other duties as assigned.

Skills

Negotiation skills

Sales proficiency

Leadership & relationship building

Customer service & teamwork

Communication

Education

Bachelor's degree preferred

Property & Casualty license required

Industry designations encouraged

Tools

Microsoft Office

CRM software

Job description

Hummel Group in Burton, OH is seeking a Business Risk Advisor to grow a book of business by developing new relationships with prospects and maintaining relationships with existing clients.

The role involves searching for qualified prospects, meeting with clients to review exposures, developing strategy, and presenting proposals. It requires a college degree, a Property & Casualty license, and willingness to pursue professional designations; travel offsite as needed.