Personal Lines Risk Advisor #ESF3194
ExpertHiring, San Diego, TX, United States
Top-ranked insurance and risk management firm based in San Diego.
Recognized repeatedly as a "Best Place to Work" both locally and nationally.
Deeply values culture, community involvement, personal growth, and employee wellbeing.
Stable, growing company with tremendous opportunity for career advancement.
Competitive compensation and benefits.
Job Type:
Full Time
Job Description
What You Will Be Doing
You will be responsible for driving both
new business development and client retention
by building strong relationships with prospects, clients, and centers of influence. The role requires a consultative approach—understanding business risks, asking the right questions, and delivering tailored Property & Casualty insurance solutions.
On the sales side, you will create and execute a Personal Excellence Plan, actively generate leads, deliver presentations for new and renewal business, and follow the company’s TotalRISK sales methodology. You will also cross-sell services, generate referrals, and participate in team-based selling efforts.
From a service perspective, you will proactively manage renewals, review proposals, and work closely with internal teams to design appropriate coverage solutions. You will ensure accurate documentation in Epic, resolve client issues related to claims, billing, and coverage, and maintain a profitable book of business.
You will also play a key role in
community and professional engagement , attending industry events, contributing to associations, participating in non-profits, and delivering presentations. Continuous learning and execution of your Personal Excellence Plan will be essential to your success.
Experience You Will Need
Active
California Property & Casualty License
(required)
Strong experience in
Property & Casualty insurance sales / advisory
Proven track record of
meeting or exceeding sales targets
Experience in
client relationship management and retention
Ability to understand business risks and provide tailored insurance solutions
Background working within an
insurance brokerage or agency environment
Skill Matrix
Must-Have
Property & Casualty insurance expertise
Client-facing communication and relationship management
Ability to generate and grow a book of business
Strong negotiation and problem-solving skills
Experience with CRM/AMS systems (Epic preferred)
Nice-to-Have
4+ years as a Risk Advisor
Existing transferable book of business
Experience handling complex commercial accounts
Strong local network / community involvement
Opportunity for
ownership/equity participation
Uncapped earning potential through commissions and bonuses
Strong internal training and development ("Cavignac Way")
High-performance, collaborative culture
Career growth aligned with book-building and leadership opportunities
Exposure to industry events, networking, and community leadership
#J-18808-Ljbffr
Recognized repeatedly as a "Best Place to Work" both locally and nationally.
Deeply values culture, community involvement, personal growth, and employee wellbeing.
Stable, growing company with tremendous opportunity for career advancement.
Competitive compensation and benefits.
Job Type:
Full Time
Job Description
What You Will Be Doing
You will be responsible for driving both
new business development and client retention
by building strong relationships with prospects, clients, and centers of influence. The role requires a consultative approach—understanding business risks, asking the right questions, and delivering tailored Property & Casualty insurance solutions.
On the sales side, you will create and execute a Personal Excellence Plan, actively generate leads, deliver presentations for new and renewal business, and follow the company’s TotalRISK sales methodology. You will also cross-sell services, generate referrals, and participate in team-based selling efforts.
From a service perspective, you will proactively manage renewals, review proposals, and work closely with internal teams to design appropriate coverage solutions. You will ensure accurate documentation in Epic, resolve client issues related to claims, billing, and coverage, and maintain a profitable book of business.
You will also play a key role in
community and professional engagement , attending industry events, contributing to associations, participating in non-profits, and delivering presentations. Continuous learning and execution of your Personal Excellence Plan will be essential to your success.
Experience You Will Need
Active
California Property & Casualty License
(required)
Strong experience in
Property & Casualty insurance sales / advisory
Proven track record of
meeting or exceeding sales targets
Experience in
client relationship management and retention
Ability to understand business risks and provide tailored insurance solutions
Background working within an
insurance brokerage or agency environment
Skill Matrix
Must-Have
Property & Casualty insurance expertise
Client-facing communication and relationship management
Ability to generate and grow a book of business
Strong negotiation and problem-solving skills
Experience with CRM/AMS systems (Epic preferred)
Nice-to-Have
4+ years as a Risk Advisor
Existing transferable book of business
Experience handling complex commercial accounts
Strong local network / community involvement
Opportunity for
ownership/equity participation
Uncapped earning potential through commissions and bonuses
Strong internal training and development ("Cavignac Way")
High-performance, collaborative culture
Career growth aligned with book-building and leadership opportunities
Exposure to industry events, networking, and community leadership
#J-18808-Ljbffr