Relation Insurance Services Benefits Overview

Drive new insurance account production and sales within assigned accounts through consultative selling. Build and manage a qualified pipeline, meet revenue targets, present recommendations, identify risk exposures, recommend technical services, document activity in the sales system, transition sold clients to account teams, engage industry thought leadership, and use proprietary AI and technology to enhance sales.

The Risk Advisor is responsible for sales activities in insurance, client relationship management, market research, and risk assessment.

Responsible for new insurance account production and sales, educating clients, maintaining relationships, and ensuring proper coverage while managing client accounts and documentation.