What are the responsibilities and job description for the Strategic Business Advisor position at Gilroy Kernan & Gilroy?
Description
JOB SUMMARY:
The primary objective of the Strategic Business Advisor (SBA) is to create growth opportunities for GKG.
The Primary Functions Of This Role Include
Rain Maker (Open Doors)
To be successful at GKG, team members must possess the following values:
This position does not have any supervisory responsibilities.
Equipment, Machines And Software Used
Ability to utilize word-processing and spreadsheet software, presentation software, sales pipeline software, and agency management software.
Mental And Visual Requirements
Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing accounting work, using a computer terminal, and/or extensive reading.
Physicial Activities And Requirements
Ability to stoop, reach, sit, stand, walk, pull, lii, use fingers, grasp, feel, talk, hear, and perform repetitive motions. Ability to exert up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
Environmental Conditions
None: There is no exposure to adverse environmental conditions (such as in a typical office or administrative work).
Employer's Disclaimer
JOB SUMMARY:
The primary objective of the Strategic Business Advisor (SBA) is to create growth opportunities for GKG.
The Primary Functions Of This Role Include
Rain Maker (Open Doors)
- Seek and provide new business opportunities
- Manage and develope a valuable network
- Leverage Centers of Influence
- Establish and develop brand presence for GKG (visibility in the market)
- Professional/Relationship plan for high-level client relationships
- Manage the Professional/Relationship plan for underwriters and key market contacts relative to marketing strategies and renewal negotiations
- Develop relationships with peer contacts at the prospective client during new business opportunities
- Represent GKG at niche associations & events
- Challenge businesses to think differently about Risk
- Sell within the scope/expectations of the GKG model
- Develop annual New Business Plan
- Meet or exceed annual growth goal (minimum standards will be set)
- Leverage the available sales coaching and mentorship
- Leverage the team’s experience and collective wisdom
- Team up on new business opportunities when it makes sense
- Function as a leader within the High Performance Team (HPT)
- Lead the annual stewardship/workshop process
- Manage “emergencies in flight” with the HPT
- Work with HPT to define and deliver a Far From Ordinary Client Experience™
- Ensure HPT creates and maintains a clear line of sight to clients’ fiscal and strategic goals
- Ensure implemented strategies are driving quantifiable value to the client
- Ensure clients are aware of the quality of service and value provided by GKG through the stewardship process (articulate the value)
- Ensure HPT understands growth objectives related to current clients as well as their individual role, when applicable (connect the dots)
To be successful at GKG, team members must possess the following values:
- far from ordinary
- team-first mentality
- always seek growth
- make it happen attitude
- embrace change as opportunity
- Bachelor’s Degree or equivalent 5-10 years of education and/or experience
- Applicable licenses/certifications including but not limited to NYS P&C and LAH licenses
- Ability to manage all elements of life (hours of availability for business must be flexible)
- Excellent organizational and people skills, with the ability to work well in a fast paced, team environment
- Must be able to communicate at all levels (individual, small group, large group, etc.)
- Familiarity with PipeDrive and/or Salesforce preferred
- Working knowledge of social media within sales context
- Must be comfortable in an electronic environment with strong computer skills
- Must be able/willing to travel to client facilities throughout the region
- Overnight travel may be necessary
This position does not have any supervisory responsibilities.
Equipment, Machines And Software Used
Ability to utilize word-processing and spreadsheet software, presentation software, sales pipeline software, and agency management software.
Mental And Visual Requirements
Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing accounting work, using a computer terminal, and/or extensive reading.
Physicial Activities And Requirements
Ability to stoop, reach, sit, stand, walk, pull, lii, use fingers, grasp, feel, talk, hear, and perform repetitive motions. Ability to exert up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
Environmental Conditions
None: There is no exposure to adverse environmental conditions (such as in a typical office or administrative work).
Employer's Disclaimer
- All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
- This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor. Furthermore, the company reserves the right to add to or revise an employee's job duties at any time at its sole discretion.
- This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.