Commercial Risk Advisor

Commercial Risk Advisor

The Commercial Risk Advisor is responsible for generating new clients from prospecting and lead generation, to closing the sale. As a producer, you will also maintain a book of business by becoming a trusted advisor to clients through risk management plans and solutions designed specifically for your clients' businesses.

Why O'Neill Insurance?

O'Neill Insurance has a broad spectrum of insurance carrier partners. Additionally, through our membership in the Beyond Insurance Global Network and ISU Insurance Agency Network, we have access to like-minded insurance professionals focused on growth, profitability and sharing of knowledge, expertise and experiences. The proprietary Beyond Insurance Risk Management Process provides a unique opportunity to offer business clients a range of Risk Management and Insurance Services available only to an elite group of agencies across the nation.

O'Neill Insurance has a high client retention level at 95%, with mentors to attend prospect meetings with you, and a full support staff to help you sell new business. We have an award-winning culture (Best Place to Work Award in 2021) and an environment that rewards rock stars! We are also proud to be named a 2022 "Best Practices Agency" through the Big "I" and Reagan Consulting.

Compensation and Benefits Package for Full-Time Employees:

• Competitive starting base salary
• Commission paid on all new business sales from day 1
• Medical, Dental, Vision, Life & Disability Insurance Plan 100% paid for Employee
• Paid Holiday, Vacation, and Sick Time
• 401(K) Plan with Employer Contribution
• 30 Hours Per Year to Volunteer for a Non-Profit Organization
• Birthdays off
• Parental Leave
• 100% Paid Continuing Education and Professional Development

Responsibilities:

New Sales:

• Generate leads and maintain a healthy pipeline of opportunities through outbound prospecting, including cold calling, referrals, strategic relationships, drop-ins, emails, and LinkedIn
• Prequalify insurance prospects for insurability and quality of risk
• Survey loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients
• Design insurance program and prepare proposal for risk management solutions
• Make sales presentation to prospective clients
• Close accounts with the support of your experienced mentors

Retention of Current Clients:

• Work with current clients to review coverage annually or as needed
• Cross-sell or up-sell based on needs of client
• Maintain relationships of existing clients and coverages to reach a set retention goal

Personal and Organizational Development:

• Participate in sales meetings
• Identify market trends to improve overall marketing strategy
• Learn and use the Beyond Insurance Risk Management Process

Requirements:

• Business-to-Business sales experience and skills
• Insurance license must be obtained within first 30 days of employment
• Strong network of local business contacts
• Bachelor Degree preferred, but not required
• Ability to effectively communicate verbally and in writing with prospects, clients, and carriers.