The Business Risk Advisor is responsible for growing a book of business by developing new relationships with prospects and maintaining relationships with existing clients.
ESSENTIAL JOB RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty adequately. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Searches for qualified new prospects, sets meetings, pursues sales efforts, and closes new business.
- Meets with existing and prospective clients to:
- Review exposures
- Analyze business and insurance needs
- Develop strategy
- Make recommendations
- Oversees preparation of proposal material, reviews insurance program coverage, and presents proposals to prospective clients.
- Involves Account Executive as needed to prepare or present final proposal materials.
- Explains insurance programs and alternative risk solutions to existing and prospective clients.
- Works to achieve annual new business goal
- Determines strategy for the renewal process with the operational team.
- Participates in training, sales meeting and SMART groups to enhance knowledge and skills.
- Introduces the client to the support team for day-to-day service. Provides guidance to Account Executives and Account Manager regarding escalated service issues.
- Documents detailed client meeting notes or discussions and provides follow-up to the operational team.
- Supports and adheres to agency goals and objectives to place and retain business with our key companies.
- Supports and adheres to procedures to minimize the agency’s error and omission exposure.
- Establishes and maintains client contacts through participation in community organizations, professional organizations, etc., which serve our clients.
- Develops rapport with clients, and entertains existing and prospective clients, as appropriate.
- Other job duties as assigned.