Property & Casualty Risk Advisor (OOJ - 44933)
$60k - $110kNPAworldwide
Property & Casualty Risk Advisor
Salary: 60000-110000 / US Dollars / Annual Salary
Recruiter: NPAworldwide Recruitment Network
Location: San Diego, CA, USA
Job Description
- Drive new business development and client retention by building strong relationships
- Use a consultative approach to understand business risks and deliver tailored insurance solutions
- Create and execute a Personal Excellence Plan, generate leads, deliver presentations
- Cross-sell services and participate in team-based selling efforts
- Proactively manage renewals, review proposals, and work with internal teams on coverage solutions
- Ensure accurate documentation, resolve client issues, and maintain a profitable book of business
- Engage in community and professional activities including attending events and delivering presentations
- Commit to continuous learning and executing a Personal Excellence Plan
Qualifications:
- Active California Property & Casualty License
- Strong experience in Property & Casualty insurance sales and advisory
- Proven track record of meeting or exceeding sales targets
- Experience in client relationship management and retention
- Ability to understand business risks and provide tailored insurance solutions
- Background in insurance brokerage or agency environment
- Property & Casualty insurance expertise
- Strong business development and sales ability
- Client-facing communication and relationship management skills
- Ability to generate and grow a book of business
- Strong negotiation and problem-solving skills
- Experience with CRM/AMS systems, preferably Epic
- 4+ years as a Risk Advisor (nice-to-have)
- Existing transferable book of business (nice-to-have)
- Bachelor's degree (nice-to-have)
- Experience handling complex commercial accounts (nice-to-have)
- Strong local network and community involvement (nice-to-have)
Why is This a Great Opportunity:
- Drive new business development and client retention by building strong relationships
- Use a consultative approach to understand business risks and deliver tailored insurance solutions
- Create and execute a Personal Excellence Plan, generate leads, deliver presentations
- Cross-sell services and participate in team-based selling efforts
- Proactively manage renewals, review proposals, and work with internal teams on coverage solutions
- Ensure accurate documentation, resolve client issues, and maintain a profitable book of business
- Engage in community and professional activities including attending events and delivering presentations
- Commit to continuous learning and executing a Personal Excellence Plan
Vacancy posted 3 days ago
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