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HUMMEL GROUP INC

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Risk Advisor (Sales)

Open 31d reposted 3× · 3 open copies

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.
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