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Advisor, Commercial Risk - JGS Insurance

Remote: 
Full Remote
Work from: 

Offer summary

Qualifications:

Maintain all required insurance licenses, Demonstrate the organization's core values.

Key responsabilities:

  • Sell new and renew existing accounts
  • Build relationships with clients and partners
  • Present proposals professionally and collect necessary documents
  • Develop prospects by attending events and building industry contacts
  • Meet monthly new business goals
Baldwin Risk Partners logo
Baldwin Risk Partners Insurance Large https://www.baldwinriskpartners.com/
1001 - 5000 Employees
See more Baldwin Risk Partners offers

Job description

Jacobson, Goldfarb & Scott, Inc. (JGS Insurance) was established in 1919 as an Independent Insurance Agency that is privately owned. The two principal owners, Kenneth Hager and Vincent Hager, represent in excess of 40 carriers both national and regional. We recognize the complexities and demands of a comprehensive insurance program for our clients. We realize that very often cost is a decisive factor in determining your selection of an insurance carrier. We will not trade off stability of the Carrier, or coverages solely to reduce your costs. We do however solicit alternative quotes from responsible companies each year to assure you are receiving a competitive program in both cost and coverage.

POSITION SUMMARY:
  • The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.

PRIMARY RESPONSIBILITIES:
  • Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
  • Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
  • Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
  • Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
  • Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
  • Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
  • Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
  • Positively represents the firm in the community and with our insurance company partners.
  • Performs other functions as assigned by leadership.
  • Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
  • Is expected to meet monthly new business goals.

EDUCATION AND EXPERIENCE REQUIREMENTS:
  • Certification(s): None required; None preferred
  • License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
  • Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
  • Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER REQUIREMENTS:
  • None

SPECIAL WORKING CONDITIONS:
  • Fast paced multi-tasking environment

IMPORTANT NOTICE:
  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract.  The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.  All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):
  • BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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Required profile

Experience

Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Verbal Communication Skills
  • Microsoft Office
  • Organizational Skills
  • Open Mindset
  • Relationship Building
  • Detail Oriented

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