Logo
RealREPP

Property & Casualty Risk Advisor

RealREPP, San Diego, California, United States, 92189

Save Job

This range is provided by RealREPP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range

$60,000.00/yr - $100,000.00/yr RealREPP 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!

If you are looking for a rewarding career while having the support of an amazing team with GREAT company culture then this is the role for you!

In this role as a Property & Casualty (P&C) Risk Advisor you will:

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. P&C Risk Advisors are responsible for creating new relationships and maintaining existing ones.

Primary Duties

Sales & Consulting

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. Travel as required (prospect & client meetings, mostly local) up to 25% of the time.

Service & Retention

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.

Role & Team Growth

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.

Qualifications

Must hold and maintain current California Property & Casualty License. Proven success record in achieving sales objectives and numbers. 4+ years experience as a Property & Casualty Risk Advisor (Preferred). Bachelor's Degree (Preferred). We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.*

Seniority level

Seniority level Associate Employment type

Employment type Full-time Job function

Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at RealREPP by 2x Sign in to set job alerts for “Risk Advisor” roles.

Risk Manager, Extended Producer Responsibility, RISC (Program) - EPR

San Diego, CA $95,000.00-$111,000.00 7 hours ago Governance, Risk, and Compliance Manager

Director, Governance, Risk, and Compliance

Sr. Risk Manager, Sales Abuse, Sales Abuse Prevention

U.S. Private Bank - Banker Professional - Associate

National City, CA $68,640.00-$99,424.00 5 days ago Del Mar, CA $98,716.00-$162,999.00 1 day ago Senior Contract Engineer - Risk Management (Remote) Stron Exp in Medical Device

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr