Sales and Risk Consultant - Private Client Services - (US-CA-Newport Beach - 92663)

Compensation: $100K - $100K / Year
Minimum Education: Bachelors
Job Type: Full Time
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SUCCESSFUL CANDIDATE MUST HAVE STRONG P&C INSURANCE EXPERIENCE

General Summary
Manages all aspects of prospect development pre-sale through to closing and, in most cases, continues to manage the client relationship for a period of time. As appropriate, ensures a transparent transition of the client to a Client Advisor. Focuses on defining and interpreting the insurance needs of a prospect and identifying solutions to address these needs.

Essential Functions

Client
* Gathers necessary information from prospect in order to prepare comprehensive risk evaluation and proposal.
* Reviews the prospect's current coverage and exposures loss experience and analyzes risk to determine the product/service requirements.
* Delivers and presents the PRM to prospects in person.
* Communicates client's needs and binding instructions to carriers.
* Serves as primary contact for clients that are not transitioned to a Client Advisor. Responsible for overall account maintenance and account rounding.
* Provides proactive day-to-day client service, if applicable, by anticipating client needs and responding to client questions and issues in a timely manner.

Financial
* Develops proposals for prospects and performs all activities necessary to convert prospect to client.
* Creates and presents proposal to prospects and closes business.
* Generates referrals from prospects/clients.
* Utilizes the Applied system to ensure new business is being invoiced in a timely manner.

Colleague Capability
* Includes practice specialists as needed throughout the business development process to best manage prospect's risk exposure.
* Works with Office Head or Sales Professional to grow and expand referral sources and accompanies them to client visits as appropriate.
* Orchestrates a seamless client development plan working with Office Head, Sales Professional or Sales Associate and Client Advisor as appropriate.
* Utilizes Applied to ensure new business is being invoiced in a timely manner.

Process
* Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance.
* Completes funnel and other internal information tracking reports as required.
* Utilizes the Applied system in an accurate and timely manner to enter and maintain certain account information.
* Ensures that all regulatory requirements are met and complies with all internal policies and procedures.
* Other duties as assigned.

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