Sales and Risk Consultant
Core
Gather coverage information, analyze data, and prepare comprehensive risk evaluations for high-net-worth clients to deliver optimal insurance coverage recommendations.
Role type
Sales and Risk Consultant (High-Net-Worth)
Builds
Comprehensive risk evaluations and coverage proposals for HNW clients
Domain
Insurance (P&C, Personal Lines, High-Net-Worth)
Deliverable
client delivery
Required skills
Business development, client service, carrier contract interpretation, regulatory compliance, negotiation, Salesforce, EPIC Agency Management System
Preferred skills
P&C licensing, HNW personal lines insurance experience, Bachelor's degree
Technologies
Salesforce, EPIC Agency Management System
Responsibilities
Negotiate with HNW insurance carriers to provide comprehensive coverage options; Generate referrals from COIs; Meet new business development goals and forecasting; Review and interpret carrier contract language to deliver optimal client coverage recommendations; Ensure regulatory compliance and adherence to internal policies.
Seniority
Mid-level (4 years experience required)