Private Client Risk Advisor

Private Client Risk Advisor

Location: Remote, but must live in Southern California

Salary: $70-110K plus commission and bonus

This role is responsible for creating new relationships and retaining existing ones for high-net-worth clients. This requires the ability to ask the right questions, understand a client’s needs and deliver comprehensive solutions. Collectively the technical knowledge and sales skills will enable our Risk Advisor to bring on new clients and provide the value our existing clients need.

Sales & Consulting

• Create your Personal Excellence Plan with the Sales Manager and President.
• Identify, develop and nurture relationships with prospects and centers of influence.
• Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis.
• Deliver sales presentations to prospects and clients on new and renewal business.
• Provide risk management/loss prevention advice to prospects and clients.
• Ask for referrals from centers of influence and clients to generate new business.
• Participate in team sales situations with other Risk Advisors and support personnel.
• Obtain information needed for rating and issuance of proposals.
• Prepare proposals.
• Prepare applications and bind coverage.
• Make new sales in accordance with goals set in conjunction with sales manager.
• Suggest new prospecting and marketing ideas.
  
  

Service & Retention

• Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner.
• Assist in marketing accounts when having key relationships and/or product expertise.
• Review proposals prior to meeting with clients.
• Work with the team to design insurance plans and recommend coverages to clients.
• Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures.
• Maintain accurate client information while adhering to company SOPs.
• Resolve claim, billing and late premium problems while accurately documenting in Epic with service records (when required).
• Work with the team to ensure coverage adequacy and identify resources needed to service client needs.
• Develop a profitable book of business for the agency and carriers.
  
  

Role & Team Growth

• Execute the Personal Excellence Plan to ensure that the objectives are achieved.
• Take initiative for learning and improving technical and sales skills regularly.
• Attend and participate in sales meetings.
• Manage workload and relationships while consistently hitting monthly sales goals.
• Attend client related professional association events along with insurance association and company events.
• Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook.
• Deliver presentations for professional associations, community events, partner webinars, etc.
• Join and participate in non-profit organizations throughout the community and sit on at least one Community Board.
  
  

Qualifications

• Must hold and maintain current California Property & Casualty License.
• 3 years experience as a Personal Lines Risk Advisor (Preferred).
• Proven success record in achieving sales objectives and numbers.
• Attained a Bachelor’s Degree (Preferred).
  
  

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