What are the responsibilities and job description for the Client Advisor position at Sterling Seacrest Pritchard?
General Summary: Solicits new clients and services existing clients in a manner consistent with the firm's goals, culture and approach to sales.
Essential Functions:
- Business development of clients through a consulting and partnering approach. Offers clients innovative solutions and resolves difficult risk issues.
- Gathers data for service team to prepare quotes; analyzes market summaries; negotiates with underwriters as appropriate and presents proposal to client;
- Develops a network of prospects by various methods including but not limited to cold calling, referrals, industry and special interest groups as well as centers of influence.
- Keeps current with carriers, strategic partners, products/services and applicable legislation.
- Consistently strive to learn and grow knowledge of the industry
- Conducts risk management audits in conjunction with a client team. Ensures timeframes and deliverables are met in the sales process. Transitions new accounts to the client team seamlessly.
- Informs agency personnel of major developments, renewals results, etc. as required and on a timely basis.
- Attends team and producer meetings, and submits expense report as required.
- Performs other duties and special projects as assigned.
- Acts as a backup to team personnel when necessary.
- Maintains confidential information.