Risk Advisor

Risk Advisor - Employee Benefits |
Relation Insurance Services

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting‑edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts market research and develops a business base to educate, promote, and sell insurance services, keeps current on business community activities to obtain leads for business development, and maintains a profitable book of insurance business for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, carriers, co‑workers, and others.

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibits thought leadership & industry engagement through associations, speaking panels, and demonstrates expertise in selected industry vertical(s).
• Develops an individual sales plan (ISP) with a pipeline coverage ratio of 5X or in line with current company metrics to ensure goals are consistently met.
• Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPCs), other Relation colleagues, and Relation marketing sources.
• Documents new business activity in the appropriate system(s).
• Appropriately closes new business, documenting won/loss opportunities and reasons for all clients.
• Develops and presents recommendations to clients based on a consultative selling approach.
• Assesses & identifies risk issues, needs, and potential uninsurable or difficult-to-insure exposures for clients.
• Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing in‑house teams.
• Seamlessly transitions sold clients to the designated client service/account management team.
• Serves as client’s valued advisor, building a strategic and personal relationship with key decision makers.
• Communicates with leadership, providing field input on market trends, competitor analysis, and business intelligence.
• Has a keen sense of humor, a competitive drive and winning spirit.
• Performs other projects, duties, and tasks as assigned.

• Life and Health License from state of domicile is required and must be maintained.
• Minimum 2+ years sales experience in the insurance industry with a focus on Employee Benefits coverage.
• College degree preferred, with preference for individuals with experience in Risk Management.
• Strong networking and strategic vision of relationship building and utilization of Centers of Influence (COI).
• Excellent PowerPoint and presentation skills for both in‑person and teleconference/webinar sessions.
• In‑depth understanding of complex employee benefits lines of coverage.
• Outstanding written and verbal communication skills required to maintain effective relationships with clients, co‑workers, underwriters, vendors, and others.
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word). Must be computer literate with ability to learn new software applications.
• Strong knowledge of insurance markets, products, and usage, as well as insurance rating and underwriting procedures.
• Must have a valid driver’s license, the ability to travel to client sites, and a reliable source of transportation.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Ability to work independently and on a team.

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid…