Senior Risk Advisor: Growth, Sales & Client Strategy

Relation Insurance Services; San Francisco (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

401K

Paid time off

Employee assistance programs

Job summary

Relation Insurance is seeking a Risk Advisor to drive new insurance account production and sales with a focus on employee benefits. The role requires consultative selling, market research, and maintaining a profitable client book while leveraging our AI tools to engage prospects.

You will build a pipeline, close new business, and transition clients to service teams, while developing relationships with key decision makers and staying current on market trends.

Qualifications

• A Life and Health License from state of domicile is required and must be maintained.
• 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).
• Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of complex employee benefits lines of coverage.
• Outstanding written and verbal communications skills are required to maintain effective relationships with clients, co-workers, underwriters, vendors and others.
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
• Strong working knowledge of insurance markets, products and usage, as well as insurance rating and underwriting procedures.
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Ability to work independently and on a team.

Responsibilities

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
• 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.
• Develops and presents recommendations to clients based on consultative selling approach.
• Assess & 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.
• Leverages innovative technology, including proprietary AI solutions, throughout the sales process to enhance prospect engagement, drive informed decision-making, and deliver a best-in-class client experience.
• Has a keen sense of humor, a competitive drive and winning spirit.
• Performs other projects, duties, and tasks, as assigned.

Skills

Networking

PowerPoint

Excel

Word

Presentations

Relationship building

Sales planning

Time management

Education

College degree preferred

Tools

Microsoft Office

Job description

Relation Insurance is seeking a Risk Advisor to drive new insurance account production and sales with a focus on employee benefits. The role requires consultative selling, market research, and maintaining a profitable client book while leveraging our AI tools to engage prospects.

You will build a pipeline, close new business, and transition clients to service teams, while developing relationships with key decision makers and staying current on market trends.