Risk Advisor

Description

POSITION SUMMARY

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.  

North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. Our team consists of over 400 employees working in over 30 locations across five states, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. North Risk’s team is values-driven with a common mission of service – to our clients, to each other, and to our community.

PRIMARY 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.

SECONDARY RESPONSIBILITIES

• Perform miscellaneous projects and complete various tasks as requested by management

JOB SPECIFICATIONS

Education, Experience, and Certifications

• High school degree or equivalent is required
• Bachelor’s degree preferred, but not required
• Previous work experience in insurance or another service industry is helpful, but not required
• Commission based sales experience is helpful, but not required
• Ability to obtain a property and casualty license

BEHAVIOR EXPECTATIONS

• A role model for North Risk Partners’ core values, mission, and desired culture
• Demonstrate enthusiasm and a positive attitude
• A self-starter who takes initiative to identify problems and lead by example
• Effective oral and written communication skills to effectively represent North Risk Partners as an employer of choice
• Ability to build strong, constructive relationships with a diverse range of clients, and organizational partners to discover common goals for a positive experience
• Strong attention to detail with excellent organizational skills
• Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
• A team player who collaborates and works well with his/her coworkers
• A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners

PHYSICAL REQUIREMENTS

• Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
• Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
• Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions in order to communicate with people inside and outside of the organization
• Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
• Move around office/building/facilities repeatedly throughout the day
• Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
• Must possess valid driver’s license and be able to travel to different North Risk Partners locations for meetings, as well as various locations throughout the state and potentially the region for client meetings