Personal Lines Risk Advisor
Leavitt Group, Charlotte, NC, United States
At Leavitt Elite Insurance Advisors (LEIA), we believe peace of mind comes from achieving your desired quality of life, reaching financial success, and preparing for life’s uncertainties. We expect excellence by applying our best attitude, desire, and effort to all we do. We deliver on promises and go the extra mile to meet and exceed expectations. We encourage a relentless commitment to education and development, innovative creativity, and forward-looking collaboration to deliver cutting edge solutions to those we serve. We hire skilled, motivated, and happy people who work together in an atmosphere of teamwork, loyalty, and mutual respect. We build relationships and earn trust by never compromising our honesty or integrity for short- or long-term gain. Doing the right thing is always the right thing.
Summary The Personal Lines Risk Advisor performs duties independently with minimal supervision and operates from established directions and instruction. The Advisor will identify clients’ hazards, risk and insurance needs as it relates to personal lines insurance needs of prospect or client. This position exists to promote the Agency and to increase the Personal Lines sales production for the Advisor as well as the Agency. The Advisor is responsible for risk identification and service approaches for the organizations’ book of business, while mitigating risks for clients in a manner that establishes positive relationships with customers and improves the retention and growth of the agency’s book of business.
Responsibilities And Duties
Actively participates in the retention and growth of Agency book of business by meeting assigned sales goals
Follows agency procedures for the input, servicing, and maintenance of:
New Business
Renewals
Endorsements
Cancellations
Billing/Financing
Certificates/Schedules of Insurance
Payments
Quotes
Claims
Reviews accounts to identify and target new business opportunities for existing clients
Consults with clients to answer queries on subjects such as exposure, coverage, and risk
calculations to educate clients on the varied topics regarding risk management and insurance needs in a timely manner
Recommends insurance coverages to mitigate client’s risk exposure
Meet agency directed sales goals by the marketing of Personal Lines products through the establishment of relationships, centers of influence and marketing of Agency
Maintains, identifies, and quantifies risks for agency book of business
Attend regular scheduled meetings with Personal Lines VP and Agency
Provides weekly activity reports to VP Personal Lines Sales
Stays up to date on the use of the latest models or techniques used to provide cutting-edge services to carriers and Agency.
Stays up to date with industry knowledge and regulations
Represents Agency in a respectful and dignified manner
Maintain all necessary licenses and applicable continuing education requirements
Fulfills other duties as assigned by Executive Leadership team
Requirements
Full-time position (37.5 hours a week)
3 years insurance sales and service experience (preferred not required)
Adheres to the Leavitt Elite Governing Principles
Adheres to Company Policies and Procedures as set forth
Qualifications
Superior sales and customer service experience required
Superior communication skills both verbal and written
Strong attention to detail and organizational skills
Possesses time management and the ability to prioritize
Intermediate to advanced level consulting and understanding of advanced risk management concepts.
Ability to quickly establish credibility and rapport with all others
Experience working in a collaborative environment
Critical thinking and influencing skills that effectively drive business needs.
Negotiating change to achieve optimal outcomes.
Ability to give and receive coaching and feedback
Ability to multi-task and function in a fast-paced environment
Knowledge and use of Microsoft Office, Word and Excel
AMS360 and Agency Zoom knowledge preferred but not required
Education
High school diploma or general education degree (GED)
NC Personal Lines or Property & Casualty License required (P&C preferred)
NC Life and Health license optional
Nonresident licensing may be required
Supervisory Responsibilities There is no direct supervision of other employees required for this position.
We Offer
Affordable Benefits: Medical, Dental, Vision, Life, Long-Term and Short-Term Disability
Matching 401K plan
Paid time off (vacation, sick leave, and holidays)
Paid continuing education and licensing renewals
Exciting growth opportunities
New and renewal commission (uncapped) + salary
#J-18808-Ljbffr
Summary The Personal Lines Risk Advisor performs duties independently with minimal supervision and operates from established directions and instruction. The Advisor will identify clients’ hazards, risk and insurance needs as it relates to personal lines insurance needs of prospect or client. This position exists to promote the Agency and to increase the Personal Lines sales production for the Advisor as well as the Agency. The Advisor is responsible for risk identification and service approaches for the organizations’ book of business, while mitigating risks for clients in a manner that establishes positive relationships with customers and improves the retention and growth of the agency’s book of business.
Responsibilities And Duties
Actively participates in the retention and growth of Agency book of business by meeting assigned sales goals
Follows agency procedures for the input, servicing, and maintenance of:
New Business
Renewals
Endorsements
Cancellations
Billing/Financing
Certificates/Schedules of Insurance
Payments
Quotes
Claims
Reviews accounts to identify and target new business opportunities for existing clients
Consults with clients to answer queries on subjects such as exposure, coverage, and risk
calculations to educate clients on the varied topics regarding risk management and insurance needs in a timely manner
Recommends insurance coverages to mitigate client’s risk exposure
Meet agency directed sales goals by the marketing of Personal Lines products through the establishment of relationships, centers of influence and marketing of Agency
Maintains, identifies, and quantifies risks for agency book of business
Attend regular scheduled meetings with Personal Lines VP and Agency
Provides weekly activity reports to VP Personal Lines Sales
Stays up to date on the use of the latest models or techniques used to provide cutting-edge services to carriers and Agency.
Stays up to date with industry knowledge and regulations
Represents Agency in a respectful and dignified manner
Maintain all necessary licenses and applicable continuing education requirements
Fulfills other duties as assigned by Executive Leadership team
Requirements
Full-time position (37.5 hours a week)
3 years insurance sales and service experience (preferred not required)
Adheres to the Leavitt Elite Governing Principles
Adheres to Company Policies and Procedures as set forth
Qualifications
Superior sales and customer service experience required
Superior communication skills both verbal and written
Strong attention to detail and organizational skills
Possesses time management and the ability to prioritize
Intermediate to advanced level consulting and understanding of advanced risk management concepts.
Ability to quickly establish credibility and rapport with all others
Experience working in a collaborative environment
Critical thinking and influencing skills that effectively drive business needs.
Negotiating change to achieve optimal outcomes.
Ability to give and receive coaching and feedback
Ability to multi-task and function in a fast-paced environment
Knowledge and use of Microsoft Office, Word and Excel
AMS360 and Agency Zoom knowledge preferred but not required
Education
High school diploma or general education degree (GED)
NC Personal Lines or Property & Casualty License required (P&C preferred)
NC Life and Health license optional
Nonresident licensing may be required
Supervisory Responsibilities There is no direct supervision of other employees required for this position.
We Offer
Affordable Benefits: Medical, Dental, Vision, Life, Long-Term and Short-Term Disability
Matching 401K plan
Paid time off (vacation, sick leave, and holidays)
Paid continuing education and licensing renewals
Exciting growth opportunities
New and renewal commission (uncapped) + salary
#J-18808-Ljbffr