Employee Benefits Group, Advisor

BRP Group, Inc. Lawrenceville , GA 30046

Posted 1 week ago

Here's who we're looking for:

You are an assertive self-starter with the ability to influence others with demonstrated effective verbal and written presentation skills. You maintain a concern for timeliness and completeness when interacting with clients, colleagues and insurance company partners. You are always looking for the next big thing and you take pride in identifying and soliciting prospective clients from various sources and centers of influence. You just might have a money dance of your own.

Position Summary:

The Risk Advisor generates new client relationships and maintains existing client relationships by identifying and capturing market opportunities to apply our insurance and risk management value proposition to support the clients needs and passions.

Principal Responsibilities:

  • Sold a new account and renewed existing accounts in keeping with firm and individual goals while building relationships with clients

  • Presented proposals in a professional manner, reviewing coverage's in detail to ensure understanding

  • Finalized sales, coordinated the collection of deposits or premiums, arranged for binders and certificates, and briefed the service team on the policy sale

  • Met your monthly new business goals

  • Developed prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and/or through referrals from current accounts

  • Developed information and recommendations for prospective clients, presented proposals and adhered to firm policies and procedures for writing a new account

  • Maintained a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail

  • Maintained understanding and knowledge of insurance industry and underwriting criteria for insurance company partners represented by our firm in order to effectively communicate to all involved

  • Identified and solicited sales prospects from various sources

  • Positively represented the firm and our insurance company partners in the community

  • Performed other functions as assigned by leadership

  • Looked for opportunities to improve the firm, business segment, and processes and brought issues and discrepancies to appropriate leadership

Education, Experience, Skills and Abilities

Requirements:
  • Current Georgia Life & Health Insurance License, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions, or be willing and able to obtain all required licenses within the first 90 days

  • Moderate to advanced knowledge of Microsoft Word, Publisher, Excel and PowerPoint

  • Ability to learn appropriate insurance company and firm software programs

  • Demonstrates firm's core values, exuding behavior that is aligned with corporate culture

Working Conditions:

Fast-paced multi-tasking environment. Travel as required.


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Employee Benefits Group, Advisor

BRP Group, Inc.