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Commercial Risk Advisor

Starkweather & Shepley Insurance Brokerage Inc. · US

Description Summary: This role will be seeking new business opportunities and maintaining relationships with existing clients. This role may be segregated sp...

Job description

Description Summary: This role will be seeking new business opportunities and maintaining relationships with existing clients. This role may be segregated specifically into a New Business or Retention Business focus. This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual. Essential Job Functions: - Generate leads and pursue new client opportunities. Prospect for business based on your local networks, connections, and communities; send referrals to other departments. - Develop strong Centers of Influence, network to develop new business opportunities; responsible for meeting or exceeding new business goals set annually. - Complete and/review the large client survey to gather all pertinent information and work with your assigned account management team to review current policies. - Develop and maintain active expiration lists through internal and external sources. - Achieve trusted advisor status with clients, provide professional risk management advice to prospects and clients. - Maintain and foster strong business-to-business relationships. - Maximize growth and retention by providing exceptiona...