The Personal Risk Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.
PRIMARY RESPONSIBILITIES:
- Gathers information and develops recommendations for prospective clients, presents proposals in a professional manner by reviewing coverages in detail to ensure understanding.
- Communicates with clients, prospects, insurance company partners, and service teams in an articulate and effective manner.
- Finalizes the sale, coordinates the collection of deposits, arranges for binders and certificates, and briefs the service team on the policy sale.
- Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
- Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
- Maintains an understanding and knowledge of insurance industry and underwriting criteria.
- Is expected to meet monthly new business goals.
EDUCATION AND EXPERIENCE REQUIREMENTS:
- Possess and maintain a 20-40 or 2-20 state insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions.
- Must be a self-starter with the ability to influence others through effective verbal and written presentation skills.
- Must have the ability to learn relevant insurance company and firm software systems.
- Demonstrates the organization’s core values, exuding behavior that is aligned with the corporate culture.
- Positively represents the organization and our insurance company partners in the community.
- Looks for opportunities to improve the organization, business segments, and processes. Brings issues and discrepancies to appropriate leadership for review.
- Performs other functions as assigned by leadership.
SPECIAL WORKING CONDITIONS:
- Fast paced multi-tasking environment.
- Position is onsite with expectation of attending relevant networking events in the community.
- Potential to work hybrid after 90 days is based on performance.
IMPORTANT NOTICE:
- This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
- BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
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