Associate Advisor, Commercial Risk - Middle Market
Core
Associate Advisor in commercial insurance and risk management, gaining technical and sales knowledge to support client needs and grow a book of business.
Role type
Associate Advisor (Commercial Insurance)
Builds
Commercial insurance policies and risk management strategies for middle-market clients
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
prospecting, soliciting, closing new accounts, retaining clients, analyzing sales opportunities, presenting proposals, reviewing coverages, understanding underwriting criteria
Preferred skills
persuasion, motivation, influence, Microsoft Word/Excel proficiency, firm software systems proficiency
Responsibilities
Generate, prospect, solicit, and close new accounts; retain existing clients; identify new sales opportunities through analysis; participate in sales meetings; develop knowledge of insurance products and procedures; present proposals and review coverages; communicate underwriting criteria to partners