Risk Advisor - Commercial Lines

Relation Insurance Services; California (MO); On-site; USD 100,000 - 250,000; Full time

Job summary

Relation Insurance Services is looking for a Risk Advisor to produce new insurance accounts and manage client relationships in a dynamic environment. The role requires a Property and Casualty Insurance License, along with strong sales acumen and excellent communication skills. Join a leading company focused on innovative solutions in the insurance industry, with competitive pay and career development opportunities.

Benefits

Health and Wellness Benefits

401K

Paid Time Off

Career Development Opportunities

Paid Training for Licensing

Qualifications

• Minimum 2 years' sales experience in insurance preferred.
• Strong understanding of insurance markets and products.
• Ability to prioritize and handle multiple tasks effectively.

Responsibilities

• Achieves annual sales objectives through consultative sales.
• Builds and maintains a profitable book of insurance business.
• Provides insights on market trends and competitor analysis.

Skills

Negotiation

Problem Solving

Interpersonal Skills

Communication

Sales Experience

Insurance Knowledge

Education

College Degree

Property and Casualty Insurance License

Tools

Microsoft Office

Job description

Join to apply for the Risk Advisor - Commercial Lines role at Relation Insurance Services.

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Who We Are

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. We pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. We are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

What We’re Looking For

The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual conducts market research, develops a business base to educate, promote, and sell insurance services, and maintains a profitable book of insurance business for existing clients. The Risk Advisor projects a professional image through all interactions with clients, carriers, and colleagues.

What You'll Be Doing

1. Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
2. Exhibits thought leadership & industry engagement through associations, speaking panels, and demonstrating expertise in industry vertical(s).
3. Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or aligned with current metrics to meet goals.
4. Builds an active pipeline of qualified prospects, generating leads from personal contacts, referrals, campaigns, and marketing sources.
5. Documents new business activity in sales tracking system.
6. Closes new business, documenting opportunities and reasons for client decisions.
7. Develops and presents recommendations based on consultative selling.
8. Assesses risk issues, needs, and insurable exposures for clients.
9. Recommends and assists with technical services including loss control and claims advocacy.
10. Transitions sold clients to the client service team.
11. Builds strategic relationships with key client decision makers.
12. Provides market trends, competitor analysis, and business intelligence input to leadership.
13. Performs other duties and projects as assigned.

What You Need To Bring To The Table

• Property and Casualty Insurance License (must be maintained).
• College degree or minimum 2 years’ sales experience in insurance preferred.
• Experience with complex commercial coverage.
• Strong negotiator and problem solver, works well with diverse personalities.
• In-depth understanding of insurance markets, products, rating, and underwriting.
• Excellent interpersonal and communication skills.
• Ability to prioritize and handle multiple tasks in a demanding environment.
• Proficient in Microsoft Office (Excel, PowerPoint, Word). Ability to learn new software.

What We Will Bring To The Table

• Competitive pay and benefits including health, wellness, 401K, paid time off, and holidays.
• Career development opportunities.
• Paid training and continuing education for licensing.

Note: This is not the full position description.

Relation Insurance Inc. is an equal employment opportunity employer. We prohibit discrimination and harassment of any kind.

The salary range is $100,000 - $250,000, based on skills, experience, and location. Compensation decisions are case-dependent. A discretionary annual incentive may also be available.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Insurance

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