Commercial Lines Risk Advisor
Are you passionate about helping people protect what matters most? Do you thrive in a fast-paced, client-focused environment? If so, we want YOU to be part of our dynamic team! We are a local, family-owned independent insurance agency offering many benefits including a Group Health and 401K plan as well as company-paid benefits such as continuing insurance education, Group life insurance, and short-term/long-term disability. This full-time position graduates to 100% commission over 3 years as the book of business is developed and is located in Tyrone, GA. As a Commercial Lines Risk Advisor, you’ll:
- Build Relationships: Connect with clients to understand their unique needs and offer tailored insurance solutions.
- Grow Your Career: Access ongoing professional development and opportunities for advancement within our growing company.
- Work with a Supportive Team: Collaborate with experienced professionals dedicated to helping you succeed.
- Make a Real Impact: Help businessowners secure peace of mind by protecting their businesses, vehicles, and assets.
- Strong communication and interpersonal skills
- A passion for sales and helping clients find the right coverage
- A self-starter who thrives on achieving goals
- Prior experience in insurance or sales is a plus, but we are ready to train the right candidate!
JOB DESCRIPTION
Summary/Objective Responsible for developing and executing sales strategies to meet or exceed monthly and annual sales goals by generating leads through networking, prospecting, referrals, and account rounding. Responsible for conducting needs assessments, providing insurance proposals, and recommending coverage options to clients. Responsible for working in conjunction with Team Members to service current clients by maintaining ongoing relationships with those clients’ ownership teams, through continued stewardship, risk assessment, and risk management. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.- Builds strong relationships with potential and existing clients to identify and meet their insurance needs
- Promotes teamwork by maintaining a positive and respectful attitude with colleagues.
- Collaborates with underwriters and other internal teams to ensure client satisfaction and timely policy issuance
- Demonstrates strong communication skills through effective verbal and/or written exchanges, active listening and respectful response.
- Maintains accurate records of customer interactions & sales activity through the Agency’s CRM system.
- Maintains confidentiality of all information related to clients, employees, carriers, or as appropriate, other information.
- Strives to increase knowledge and/or enhance skills through continuing education by attending industry events, conferences, trade shows, etc as well as participating in regular sales training & other professional development activities.
- Customer / Client Focus
- Technical Capacity with proficiency in Microsoft Office Suite
- Organization Skills
- Communication Proficiency
- Collaboration Skills
- Business Acumen
- Strong negotiation and closing skills
- High School Diploma or GED
- Insurance License
- Bachelor’s degree from a college or technical school with a focus on business, marketing, or related field
- Minimum of 3 years of sales experience with a proven track record of meeting or exceeding sales targets
- Prior insurance sales experience
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