Sterling Seacrest Pritchard · 4 hours ago
Client Advisor - Birmingham
Birmingham, AL
Full-time
Onsite
Mid LevelSterling Seacrest Pritchard is a company focused on client advisory services, and they are seeking a Client Advisor to solicit new clients and service existing ones. The role involves business development, risk management audits, and maintaining relationships with clients and partners.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Business development of clients through a consulting and partnering approach. Offers clients innovative solutions and resolves difficult risk issues
Gathers data for service team to prepare quotes; analyzes market summaries; negotiates with underwriters as appropriate and presents proposal to client
Develops a network of prospects by various methods including but not limited to cold calling, referrals, industry and special interest groups as well as centers of influence
Keeps current with carriers, strategic partners, products/services and applicable legislation
Consistently strive to learn and grow knowledge of the industry
Conducts risk management audits in conjunction with a client team. Ensures timeframes and deliverables are met in the sales process. Transitions new accounts to the client team seamlessly
Informs agency personnel of major developments, renewals results, etc. as required and on a timely basis
Attends team and producer meetings, and submits expense report as required
Performs other duties and special projects as assigned
Acts as a backup to team personnel when necessary
Maintains confidential information
Qualification
Required
Solicits new clients and services existing clients in a manner consistent with the firm's goals, culture and approach to sales
Business development of clients through a consulting and partnering approach
Offers clients innovative solutions and resolves difficult risk issues
Gathers data for service team to prepare quotes
Analyzes market summaries
Negotiates with underwriters as appropriate and presents proposal to client
Develops a network of prospects by various methods including but not limited to cold calling, referrals, industry and special interest groups as well as centers of influence
Keeps current with carriers, strategic partners, products/services and applicable legislation
Consistently strive to learn and grow knowledge of the industry
Conducts risk management audits in conjunction with a client team
Ensures timeframes and deliverables are met in the sales process
Transitions new accounts to the client team seamlessly
Informs agency personnel of major developments, renewals results, etc. as required and on a timely basis
Attends team and producer meetings, and submits expense report as required
Performs other duties and special projects as assigned
Acts as a backup to team personnel when necessary
Maintains confidential information
Company
Sterling Seacrest Pritchard
Sterling Seacrest Pritchard provides risk management, business insurance, personal insurance, surety bonds and employee benefits services.
Founded in 1960
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Bailey
CEO
Vici Alexander
Chief Financial Officer
Recent News
The Business Journals
2024-05-23
The Business Journals
2024-05-23
Company data provided by crunchbase