Personal Lines Risk Advisor
Role Overview
This mid-level role involves independently identifying client risks and insurance needs for personal lines, managing accounts for new business and renewals, and meeting sales goals to grow the agency's book. The advisor works with minimal supervision, consults with clients on risk management, and collaborates with a team under the VP of Personal Lines Sales, impacting retention and growth through proactive service and sales.
Perks & Benefits
The position is fully remote with benefits including medical, dental, vision, life, and disability insurance, a matching 401K plan, paid time off, and support for continuing education and licensing renewals. It offers uncapped commission plus salary, growth opportunities, and a culture emphasizing teamwork, integrity, and innovation, with no explicit time zone restrictions, allowing flexibility for remote work.
Full Job Description
At Leavitt Elite Insurance Advisors (LEIA), we believe peace of mind comes from achieving your desired quality of life, reaching financial success, and preparing for life’s uncertainties. We expect excellence by applying our best attitude, desire, and effort to all we do. We deliver on promises and go the extra mile to meet and exceed expectations. We encourage a relentless commitment to education and development, innovative creativity, and forward-looking collaboration to deliver cutting edge solutions to those we serve. We hire skilled, motivated, and happy people who work together in an atmosphere of teamwork, loyalty, and mutual respect. We build relationships and earn trust by never compromising our honesty or integrity for short- or long-term gain. Doing the right thing is always the right thing.
SUMMARY
The Personal Lines Risk Advisor performs duties independently with minimal supervision and operates from established directions and instruction. The Advisor will identify clients’ hazards, risk and insurance needs as it relates to personal lines insurance needs of prospect or client. This position exists to promote the Agency and to increase the Personal Lines sales production for the Advisor as well as the Agency. The Advisor is responsible for risk identification and service approaches for the organizations’ book of business, while mitigating risks for clients in a manner that establishes positive relationships with customers and improves the retention and growth of the agency’s book of business.
RESPONSIBILITIES AND DUTIES
• Actively participates in the retention and growth of Agency book of business by meeting assigned sales goals
• Follows agency procedures for the input, servicing, and maintenance of:
o New Business
o Renewals
o Endorsements
o Cancellations
o Billing/Financing
o Certificates/Schedules of Insurance
o Payments
o Quotes
o Claims
• Reviews accounts to identify and target new business opportunities for existing clients
• Consults with clients to answer queries on subjects such as exposure, coverage, and risk
calculations to educate clients on the varied topics regarding risk management and insurance needs in a timely manner
• Recommends insurance coverages to mitigate client’s risk exposure
• Meet agency directed sales goals by the marketing of Personal Lines products through the establishment of relationships, centers of influence and marketing of Agency
• Maintains, identifies, and quantifies risks for agency book of business
• Attend regular scheduled meetings with Personal Lines VP and Agency
• Provides weekly activity reports to VP Personal Lines Sales
• Stays up to date on the use of the latest models or techniques used to provide cutting-edge services to carriers and Agency.
• Stays up to date with industry knowledge and regulations
• Represents Agency in a respectful and dignified manner
• Maintain all necessary licenses and applicable continuing education requirements
• Fulfills other duties as assigned by Executive Leadership team
REQUIREMENTS:
• Full-time position (37.5 hours a week)
• 3 years insurance sales and service experience (preferred not required)
• Adheres to the Leavitt Elite Governing Principles
• Adheres to Company Policies and Procedures as set forth
QUALIFICATIONS:
• Superior sales and customer service experience required
• Superior communication skills both verbal and written
• Strong attention to detail and organizational skills
• Possesses time management and the ability to prioritize
• Intermediate to advanced level consulting and understanding of advanced risk management concepts.
• Ability to quickly establish credibility and rapport with all others
• Experience working in a collaborative environment
• Critical thinking and influencing skills that effectively drive business needs.
• Negotiating change to achieve optimal outcomes.
• Ability to give and receive coaching and feedback
• Ability to multi-task and function in a fast-paced environment
• Knowledge and use of Microsoft Office, Word and Excel
• AMS360 and Agency Zoom knowledge preferred but not required
EDUCATION:
• High school diploma or general education degree (GED)
• NC Personal Lines or Property & Casualty License required (P&C preferred)
• NC Life and Health license optional
• Nonresident licensing may be required
SUPERVISORY RESPONSIBILITIES
There is no direct supervision of other employees required for this position.
WE OFFER:
• Affordable Benefits: Medical, Dental, Vision, Life, Long-Term and Short-Term Disability
• Matching 401K plan
• Paid time off (vacation, sick leave, and holidays)
• Paid continuing education and licensing renewals
• Exciting growth opportunities
New and renewal commission (uncapped) + salary
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