RealREPP · 2 weeks ago
Employee Benefits Risk Advisor
San Diego, CA
Full-time
Onsite
Mid, Senior Level
$60K/yr - $100K/yr
4+ years expRealREPP is teaming up with an insurance brokerage company that has been recognized year after year as one of the best insurance companies to work for in the country! In this role as an Employee Benefits Risk Advisor, you will create and maintain relationships while providing risk management advice and achieving sales goals.
EmploymentProfessional ServicesRecruitingStaffing Agency
Responsibilities
Play a vital role in the growth and perpetuation of a company
Become an "owner" of a company that has developed a strong reputation in the industry
Employee Benefits Risk Advisors are responsible for creating new relationships and maintaining existing ones
Create your Personal Excellence Plan with the Sales Manager and President
Identify, develop and nurture relationships with prospects and centers of influence
Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis
Provide risk management/loss prevention advice to prospects and clients
Cross-sell the agency’s services
Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner
Assist in marketing accounts when having key relationships and/or product expertise
Review proposals prior to meeting with clients
Work with the team to design insurance plans and recommend coverages to clients
Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures
Manage workload and relationships while consistently hitting monthly sales goals
Attend client related professional association events along with insurance association and company events
Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook
Deliver presentations for professional associations, community events, partner webinars, etc
Join and participate in non-profit organizations throughout the community and sit on at least one Community Board
Qualification
Required
Must hold and maintain current California Life and Health License
Proven success record in achieving sales objectives and numbers
Preferred
4+ years experience as an Employee Benefits Risk Advisor
Bachelors Degree
Company
RealREPP
RealREPP provides staffing, recruiting, executive search, contingent, and temporary consultant search services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Johnny Renaudo
CEO + Founder
Kendra Lester
President | Founder
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