Senior Advisor, Property & Casualty

Requirements

• Primarily operates within their primary client segment, territory and/or business line.
• Leads sales activities with more complex clients and prospects.
• Works with other NFP firms to develop and promote cross-market accounts, gain new accounts and/or identify opportunities in an account territory.
• Responsible for making presentations and proposals, responding to RFPs, securing competitive bids on insurance, re-proposing as necessary and closing sales.
• Sell and service P&C insurance to prospective and existing clients by preparing specifications and marketing strategy for new business and renewals.
• Build and maintain strong relationships with carriers.
• Use independent judgment and discretion placing clients’ coverage with market carriers. Negotiate terms and pricing in the best interests of the client.
• Meet assigned goals for sales and renewals.
• Train and support department staff as necessary.
• Confers with management on setting and achieving integrated selling targets.
• Set leadership example with use of technology such as Salesforce and Epic to report actual results.
• Acts as subject matter expert for company products and services.
• May provide mentoring and coaching to fellow team members.
• Frequently makes independent judgments without prior review.
• May supervise one or more individual contributors.

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs