Commercial Insurance Sales - Risk Advisor
WHY NORTH RISK PARTNERS
Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety, Claims, and Risk Management. Our team consists of over 450 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.
At North Risk Partners, our #oneTEAM lives out #oneMISSION: to provide extraordinary #service to our clients, to each other, and to our communities while living out our core values each day. Our team environments are designed to provide #oneTEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day, constant learning, and the tools and resources to learn and grow at work and in life.
JOB SUMMARY
North Risk’s Commercial Lines #oneTEAM is currently seeking a driven and enthusiastic Risk Advisor. This position will build business by identifying prospects, converting prospects to clients and maintaining relationships with existing clients. Risk Advisors are required to generate new business to meet minimum sales goals established by North Risk Partners.
ESSENTIAL RESPONSIBILITIES
- Prospect and generate new business appointments
- Analyze and develop solutions for prospective and current client business insurance needs
- Develop strong relationships with clients through advising and offering all value-added services available through North Risk Partners
- Sell/refer business across all departments (i.e., property and casualty, employee benefits and personal lines)
- Study trends and advancements in the insurance and finance industries as well as changes to the regulatory climate for businesses and the insurance industry overall to keep knowledge current and plan strategically
- Attend and actively participate in agency sales training meetings
- Develop and maintain positive relationships with partner insurance carriers
- Continuously fill the sales pipeline and meet monthly goals associated with the pipeline
- Enter activity and other relevant information into the company’s software system(s) in accordance with company procedures
- Follow all federal and state regulations, and best practices for avoiding errors and omissions
- Collect overdue account receivable balances from customers. See company policy
- Continue professional development; pursue and maintain professional designations if applicable
- Travel as necessary to meet client needs