Commercial Lines Risk Advisor

Description

Are you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? 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 425 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.

At North Risk Partners, our #oneTEAM lives out #oneMISSION: to provide extraordinary #service to our clients, to each other, and to our communities. Our team environments are designed to provide #oneTEAM members opportunity to focus on collaborative relationships (clients and team), variety from day-to-day and constant learning, and the tools and resources to learn and grow at work and in life.

 North Risk is growing which means your career can too! #oneTEAM members receive:

• Strong company culture 
• Professional Education and Licensing Paid for by North Risk
• Volunteer Time Off
• Paid Parental Leave
• PTO Donation Program
• Paid Holiday
• Work/Life Balance via Hybrid Schedule
• Professional Development
• Continuing Education

POSITION SUMMARY

 North Risk’s Commercial Lines #oneTEAM is currently seeking a driven and enthusiastic Risk Advisor.  This position will 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.  

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