Risk Advisor, CL
Navacord
THE ROLEOur Risk Advisor is an experienced insurance professional deployed to large clients and books of business under an experienced Senior Advisor. The Risk Advisor will embody strong consultative skills and focus on client retention expansion within existing accounts and the overall client experience under the tutelage of a primary relationship by nature the Risk Advisor has initiative coupled with a sense of competitive drive and the ability to stay focused on results despite changing conditions is the key to achieving the performance objectives of this role. The client needs are dynamic and therefore the work in the role involves innovation and creativity in generating solutions to better the client YOULL DO:Most importantly you will lead by example live our values and support sales growth through client retention for a large book of business or priority new business opportunities through expanding sales in existing accounts and supporting cross sell opportunities into other areas of the the growth of the organization each year by continually growing the client the Senior Advisor ensure accountability for the client insurance program including all recommendations and ensuring gaps in coverage reviewed and as the clients advisor in risk and insurance under the tutelage of the primary relationship active in your networks and your community attending industry and community events with a focus on business development.A key emphasis on building rapport and relationships and ensuring that strong long-term relationships are created by providing an industry leading level of support to clients in maintaining their insurance information gathering meetings and contacting the key information provider and/or decision maker of the clients by phone e-mail etc.;Liaise with key decision makers and information providers on an account and will continue to be positioned by the organization as the key resource to the account;Prepare mid-year reviews for clients with the Senior Advisor;Review the renewal proposal with the Senior Advisor to ensure that it aligns with the clients expectations;Responsible for managing the Marketing process within the book of business;Responsible to support the delivery of clear instructions and collaborate with the Client Manager team;Attending new business strategy pre-renewal and renewal meetings;Direct dealings with Insurers;Support of all Navacord Policies and duties as WE REQUIRE:Commercial insurance experience business acumen along with a natural sales II license required; preferred an academic background consisting of post secondary education certificates industry programs such as CIP CRM or academic background consisting of post secondary education certificates industry programs etc. Evidence of lifelong learning and all appropriate provincial breadth across commercial insurance and depth with policy wordings and coverages within key industry business acumen along with a natural sales aptitude proven experience of strong consultative abilities.A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client with Microsoft Office experience with our internal Broker Management Systems (EPIC).
Required Experience:
Unclear Seniority
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