Property & Casualty Risk Advisor
realreppSan Diego (CA)
Property & Casualty Risk Advisor
Posted yesterday
realreppSan Diego (CA)
SENIORITY
Senior
About the role
In this role as a Property & Casualty (P&C) Risk Advisor you will:
Play a vital role in the growth and perpetuation of a company.
Become an "owner" of a company that has developed a strong reputation in the industry.
P&C Risk Advisors are responsible for creating new relationships and maintaining existing ones.
Primary Duties: Sales & Consulting
Create your Personal Excellence Plan with the Sales Manager and President.
Identify, develop and nurture relationships with prospects and centers of influence.
Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis.
Provide risk management/loss prevention advice to prospects and clients.
Cross-sell the agency’s services.
Travel as required (prospect & client meetings, mostly local) up to 25% of the time.
Service & Retention
Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner.
Assist in marketing accounts when having key relationships and/or product expertise.
Review proposals prior to meeting with clients.
Work with the team to design insurance plans and recommend coverages to clients.
Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures.
Role & Team Growth
Manage workload and relationships while consistently hitting monthly sales goals.
Attend client related professional association events along with insurance association and company events.
Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook.
Deliver presentations for professional associations, community events, partner webinars, etc.
Join and participate in non-profit organizations throughout the community and sit on at least one Community Board.
Qualifications: Must hold and maintain current California Property & Casualty License.
Proven success record in achieving sales objectives and numbers.
4+ years experience as a Property & Casualty Risk Advisor (Preferred).
Bachelor's Degree (Preferred).
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.*
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.