Sales and Risk Consultant - Private Client Service...

Successful candidate must have P&C Insurance experience

General Summary

Manages all aspects of prospect development pre-sale through to closing and, in most cases, continues to manage the client relationship for a period of time.  As appropriate, ensures a transparent transition of the client to a Client Advisor.  Focuses on defining and interpreting the insurance needs of a prospect and identifying solutions to address these needs.

Essential Functions

Client

·          Gathers necessary information from prospect in order to prepare comprehensive risk evaluation and proposal.  

·          Reviews the prospect’s current coverage and exposures loss experience and analyzes risk to determine the product/service requirements.

·          Delivers and presents the PRM to prospects in person.

·          Communicates client’s needs and binding instructions to carriers.

·          Serves as primary contact for clients that are not transitioned to a Client Advisor.  Responsible for overall account maintenance and account rounding.

·          Provides proactive day-to-day client service, if applicable, by anticipating client needs and responding to client questions and issues in a timely manner.

Financial

·          Develops proposals for prospects and performs all activities necessary to convert prospect to client.

·          Creates and presents proposal to prospects and closes business.

·          Generates referrals from prospects/clients.

·          Utilizes the Applied system to ensure new business is being invoiced in a timely manner.

Colleague Capability

·          Includes practice specialists as needed throughout the business development process to best manage prospect’s risk exposure.

·          Works with Office Head or Sales Professional to grow and expand referral sources and accompanies them to client visits as appropriate.

·          Orchestrates a seamless client development plan working with Office Head, Sales Professional or Sales Associate and Client Advisor as appropriate.

·          Utilizes Applied to ensure new business is being invoiced in a timely manner.

Process

·          Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance.

·          Completes funnel and other internal information tracking reports as required.

·          Utilizes the Applied system in an accurate and timely manner to enter and maintain certain account information.

·          Ensures that all regulatory requirements are met and complies with all internal policies and procedures.

·          Other duties as assigned.