Overview

The Advisor, Commercial Risk sells new accounts and renews old ones in a way that meets the goals of both the company and the person. While finding and contacting sales prospects, advisors build and keep connections with clients, prospects, the service team, insurance company partners, and spheres of influence.
The Advisor, Commercial Risk’s job is to sell new accounts and update old ones in a way that meets both the company’s and the employee’s goals. While finding and contacting sales prospects, advisors build and keep connections with clients, prospects, the service team, insurance company partners, and spheres of influence.

MAIN RESPONSIBILITIES: Presents plans in a professional way, going over coverages in great detail to make sure they are understood.
Talks clearly and effectively with clients, prospects, insurance company partners, and the service team.
finish the sale, gather any appropriate paperwork, applications, etc., and let the service team know about the insurance sale.

Develops possibilities by joining community groups, going to workshops put on by insurance company partners, making and keeping in touch with people in the industry, going to networking events, and getting leads from present clients.
Provides information and suggestions for possible accounts, makes plans, and follows strict rules and guidelines when making a new account.

Maintains a focus on accuracy, speed, and finish when communicating with current and future clients, the Firm, and Insurance Company Partners in order to lower the risk of mistakes and omissions claims. Does this while showing strong planning skills and close attention to detail.
Keeps up-to-date on the insurance business and screening standards for the insurance company partners that the firm works with so that everyone can understand.
is a good representative for the company in the neighborhood and with our insurance business partners.
Does other things as directed by leadership.
Looks for ways to make the company, its business, and its methods better. brings problems and issues to the attention of the right people in charge.
is expected to meet new business goals every month.

REQUIREMENTS FOR EDUCATION AND EXPERIENCE:

  • Certification(s): None is needed; none is preferred
  • (s) Licenses: Has all the licenses needed by the State Department of Insurance to offer service, advice, and financial risk transfer solutions in the states where the firm operates, or is ready and able to get all the licenses needed within the first 90 days of work; Keeps all licenses needed by the State Department of Insurance to offer service, advice, and financial risk transfer solutions in states where the firm works, or be ready and able to get all licenses within 90 days of starting work. liked better

THE SKILLS, KNOWLEDGE, AND ABILITIES IMPORTANT:

  • Shows the company’s core values by acting in a way that fits with the company’s culture.

TECHNICAL SKILLS FOR COMPUTERS AND OTHER SYSTEMS IMPORTANT:

  • Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) skills at an intermediate to high level
  • Having the skills to learn any other program or software system that the company needs

OTHER NOTHING YOU NEED TO DO

UNIQUE REASONS FOR WORKING:

  • Fast-paced place to do many things at once

Please note that this job description is not a contract and is only meant to explain the amount of work that person will be responsible for. It is clear what the main roles are, but other tasks may be given as needed or as needed to help the company. There may be acceptable ways to meet all standards for applicants and coworkers who need them for religious or medical reasons.

(EEOC): BRP is an equal employment opportunity company that tries to follow all the laws that say you can’t be discriminated against because of your race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, or any other protected category by federal, state, or local laws. This kind of inequality is against the law, and everyone who works for the company is not allowed to take part in it.

PRIMARY RESPONSIBILITIES AND AMOUNT OF TIME SPENT ON EACH:

  • Presents plans in a professional way, going over coverages in great detail to make sure they are understood.
  • Talks clearly and effectively with clients, prospects, insurance company partners, and the service team.
  • finish the sale, gather any appropriate paperwork, applications, etc., and let the service team know about the insurance sale.
  • Develops possibilities by joining community groups, going to workshops put on by insurance company partners, making and keeping in touch with people in the industry, going to networking events, and getting leads from present clients.
  • Provides information and suggestions for possible accounts, makes plans, and follows strict rules and guidelines when making a new account.
  • Maintains a focus on accuracy, speed, and finish when communicating with current and future clients, the Firm, and Insurance Company Partners in order to lower the risk of mistakes and omissions claims. Does this while showing strong planning skills and close attention to detail.
  • Keeps up-to-date on the insurance business and screening standards for the insurance company partners that the firm works with so that everyone can understand.
  • is a good representative for the company in the neighborhood and with our insurance business partners.
    Does other things as directed by leadership.
  • Looks for ways to make the company, its business, and its methods better. brings problems and issues to the attention of the right people in charge.

is expected to meet new business goals every month.

SCOPE OF MANAGEMENT AND SUPERVISION:

Add Accountability for Finances and Budgets:

Yes/No

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