Property & Casualty Risk Advisor

RealREPP; San Diego (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

RealREPP in California seeks a Property & Casualty Risk Advisor to drive growth, build client relationships and provide loss-prevention guidance.

You will own the sales cycle from prospecting to renewals, travel up to 25%, and collaborate with leadership to tailor insurance plans for clients and prospects. The role emphasizes ownership and active participation in industry events and community boards.

Qualifications

• California Property & Casualty License required.
• 4+ years experience as a Property & Casualty Risk Advisor preferred.
• Bachelor's Degree preferred.
• Equal opportunity employer and value of diversity.

Responsibilities

• Create your Personal Excellence Plan with 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.
• Provide risk management/loss prevention advice to prospects and clients.
• Cross-sell the agency’s services.
• Travel as required (prospect & client meetings, mostly local) up to 25% of the time.
• Proactively work on renewals to ensure services are completed in an accurate and timely manner.
• Assist in marketing accounts with key relationships and product expertise.
• Review proposals prior to meetings with clients.
• Work with the team to design insurance plans and recommend coverages.
• Document all material conversations in Epic with insureds and/or carriers.
• Deliver presentations for professional associations, community events, partner webinars.
• Join and participate in non-profit organizations and sit on community boards.

Skills

Proven sales track record

Education

Bachelor's Degree (Preferred)

California Property & Casualty License

Job description

In this role as a Property & Casualty (P&C) 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.
• P&C 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.
• Travel as required (prospect & client meetings, mostly local) up to 25% of the time.

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 Property & Casualty License.
• Proven success record in achieving sales objectives and numbers.
• 4+ years experience as a Property & Casualty Risk Advisor (Preferred).
• Bachelor's 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.*