High Net Worth Advisor

Risk Advisor

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

A Glimpse Into Your Day

• Contacts current, past and potential clients to solicit new and renewed business.
• Follows up on leads and responds promptly and efficiently to referrals. Listens attentively to the needs of the client and makes recommendations accordingly. Requests referrals from current insurance clients.
• Creates and maintains accurate and up-to-date client lists assuring their needs are realized and that they are provided with relevant insurance information appealing to their specific needs.
• Designs custom insurance plans for clients and recommends appropriate coverage, which are appropriate for them. Surveys loss exposures, needs, and possible uninsurable or difficult to ensure exposures for clients. Pre-qualifies insurance prospects for insurability and quality of risk.
• Assures clients are educated concerning agency payment expectations and cancellation procedures.
• Collects premiums and past-due premiums from clients for purchases of new and upgraded coverage and obtains signatures on applications for clients as required.
• Assures clients are provided with the necessary documentation and information for record-keeping purposes. Creates letters to clients offering coverage, share information and advice regarding insurance matters.
• Prepares summaries of insurance, schedules and proposals. Reviews audits of policies and verifies their accuracy. Assures necessary corrections between the client and the carrier are facilitated.
• Works with Customer Service Reps and/or Managers to review existing policy coverage, upgrade accounts and remarket when possible. Collects information from clients to prepare schedules of insurance, summaries and renewal proposals.
• Reviews appropriate policy change requests and other account activity. Documents automated files as appropriate.
• Participates in insurance marketing events, seminars, trade shows, telemarketing events and continuing education. Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc.
• Prepares a variety of status reports, including activity, closings, follow-up and adherence to goals.
• Documents coverage, exclusions and other specific information on the automated file. Provides detail pertaining to non-standard coverage limitations and binding restrictions to lower errors and commissions exposures.
• Performs other duties and special projects as assigned.

What You'll Need To Be Successful In The Role

• Property and Casualty Insurance License and/or Personal Lines Insurance License is required and must be maintained.
• College degree in Sales, Marketing, Business or other relevant discipline preferred.
• 3 to 5 years' sales experience in the insurance industry is preferred.
• Experience working with complex personal lines coverage.
• Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
• Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation.

Why Choose Relation?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.
• Paid training and continuing education to obtain/maintain your insurance license.