Risk Advisor (FMSI)

TrueNorth Companies, L.C; Pipestone (MN); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Annual Bonus

New Business Commission

Medical, Dental, Vision, Life, and Dis

401(k) with Company Contributions

PTO and 11 holidays

Tuition reimbursement and paid designa

Employee Assistance Program (EAP)

Referral Bonus

Job summary

First MainStreet Insurance is seeking a Risk Advisor in Pipestone, MN to drive growth by prospecting, networking, and educating clients in the insurance field.

You will work with an Account Manager to serve existing clients and renewals while pursuing new opportunities, cultivating relationships, and contributing to a High-Performance Team culture.

Qualifications

• Experience in prospecting and closing insurance opportunities.
• Strong communication and interpersonal skills for client engagement.
• Ability to build and maintain long-term client relationships.

Responsibilities

• Prospect for new business based on local networks and communities.
• Retain clients by maintaining a High-Performance Team structure.
• Conduct sales and service across insurance products using trained strategies.
• Obtain new accounts by actively pursuing prospects and creating interest.
• Develop accounts and cross-sell products by connecting with specialists.
• Maximize growth and client retention through excellent service and follow-up.
• Generate and pursue new client opportunities from referrals.
• Market all lines of commercial insurance to support revenue goals.
• Collaborate with Account Managers on pre-underwriting and submissions.
• Build relationships with underwriters for successful submissions and renewals.
• Maintain up-to-date client data in the agency system (EPIC).
• Present FMSI services at prospect meetings.
• Pursue continuing education and professional designations.

Skills

Sales experience

Communication skills

Client relationship management

Education

P&C license within 30 days

Tools

EPIC

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

FMSI Pipestone, MN, US

3 days ago Requisition ID: 2027

Salary Range: $50,000.00 To $65,000.00 Annually

First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking a Risk Advisor responsible for generating growth within First MainStreet Insurance and helping individuals, businesses and organizations manage and mitigate risks. Risk Advisors will do so by prospecting, networking, producing, and educating themselves within the insurance industry. Risk Advisors will work closely with an Account Manager to help assist with their client base and manage growth expectations. A Risk Advisor is also responsible for the renewal retention of existing accounts. As part of First Mainstreet Insurance, the Risk Advisor will be a key member of an exceptional, resourceful, and collaborative High-Performance Team (HPT). FMSI uses our core values of Exceptionalism, Collaboration, and Resourcefulness to enthusiastically serve our clients, colleagues, and communities.

About First MainStreet Insurance:

First MainStreet Insurance was established in 2017 as an organization dedicated to supporting local insurance agencies. Its mission is to help agencies preserve their hometown identity while gaining access to broader resources, expanding carrier markets, and the operational strength needed to stay competitive.

FMSI operates as an affiliate of TrueNorth Companies, a leading insurance and risk-management firm. TrueNorth established FMSI as a strategic platform to connect with and elevate community-based agencies across the Midwest. For years, FMSI has delivered innovative solutions and personal, relationship-driven service to meet our clients’ evolving needs. Our integrated platform spanning risk management, employee benefits, and personal financial strategies creates a comprehensive approach to the complex challenges of today’s world.

Come join our amazing team!

What FMSI Offers:

FMSI offers a lineup of excellent benefits to all full-time employees, including:

• Annual Bonus
• New Business Commission
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Paid Time Off (PTO): Paid time off ensures rest and balance, plus 11 paid holidays
• Tuition reimbursement and paid certifications, licenses, and designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• $3,000 Referral Bonus

Essential Job Functions:

• Prospect for business based on your local networks, connections, and communities
• Retain clients by maintaining solid a High-Performance Team (HPT) structure
• Conduct sales, service, and seek all forms of insurance business utilizing the trained strategies taught by First MainStreet
• Obtain new accounts by actively pursuing prospects and creating interest through trained prospecting methods
• Develop accounts and cross-sell available products and services by introducing to appropriate specialists
• Maximize growth and client retention through superior customer relationships and follow-up calls to clients
• Generate and pursue new client opportunities and immediately follow-up on client referrals
• Marketing of insurance risks to companies in accordance with the practices, policies, and procedures of the company
• Market all lines of commercial insurance and directly impact revenue goals through the acquisition of new business and the retention of renewals
• Work with the Account Managers to complete pre-underwriting, information gathering, submissions, coverage analysis, and proposal presentations if needed
• Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations, and negotiations
• Maintain superior knowledge of market underwriting appetite, line of business trends, insurance company changes, rating technique, and coverage development.
• Accurately maintain prospects, new, and renewal business in the agency management system (EPIC) to allow for proper analysis of trends when gaining or losing business
• Present First MainStreet Insurance services and solutions at prospect meetings
• Increase industry and job knowledge as measured by attendance at continuing education, obtaining, or updating designations, and participation in other agency training offerings
• Travel or visit clients when necessary
• Maintain confidentiality of client and carrier information
• Perform other duties, as assigned, appropriate to the position
• Proven experience as a Risk Advisor/Producer, customer relationship management, or sales
• Must be and/or expectation to become licensed in P&C within 30 days, if not already
• Proficient in utilizing service management software and tools like EPIC
• Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels
• Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously
• Experience with the insurance industry terminology and documentation
• Ability to analyze, interpret and present insurance-related data

The primary language of First MainStreet is English. Excellent communication skills are defined as the ability to actively listen for total comprehension, ask questions that enhance the understanding of a certain topic, and relay information and/or instruction in a descriptive and understandable fashion in both written and verbal forms. Occasional lifting up to 20 lbs. may be necessary from time to time. Must be able to sit for long periods of time, view a computer monitor, and type (up to 8 hours a day). Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

So, Why FMSI?

We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture.

First MainStreet Insurance makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.