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Relation Insurance Services
High Net Worth AdvisorRelation Insurance Services • Peachtree Corners, GA, United States
High Net Worth Advisor

High Net Worth Advisor

Relation Insurance Services • Peachtree Corners, GA, United States
30+ days ago
Job type
  • Full-time
Job description

Risk Advisor

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

A Glimpse Into Your Day

  • Contacts current, past and potential clients to solicit new and renewed business.
  • Follows up on leads and responds promptly and efficiently to referrals. Listens attentively to the needs of the client and makes recommendations accordingly. Requests referrals from current insurance clients.
  • Creates and maintains accurate and up-to-date client lists assuring their needs are realized and that they are provided with relevant insurance information appealing to their specific needs.
  • Designs custom insurance plans for clients and recommends appropriate coverage, which are appropriate for them. Surveys loss exposures, needs, and possible uninsurable or difficult to ensure exposures for clients. Pre-qualifies insurance prospects for insurability and quality of risk.
  • Assures clients are educated concerning agency payment expectations and cancellation procedures.
  • Collects premiums and past-due premiums from clients for purchases of new and upgraded coverage and obtains signatures on applications for clients as required.
  • Assures clients are provided with the necessary documentation and information for record-keeping purposes. Creates letters to clients offering coverage, share information and advice regarding insurance matters.
  • Prepares summaries of insurance, schedules and proposals. Reviews audits of policies and verifies their accuracy. Assures necessary corrections between the client and the carrier are facilitated.
  • Works with Customer Service Reps and/or Managers to review existing policy coverage, upgrade accounts and remarket when possible. Collects information from clients to prepare schedules of insurance, summaries and renewal proposals.
  • Reviews appropriate policy change requests and other account activity. Documents automated files as appropriate.
  • Participates in insurance marketing events, seminars, trade shows, telemarketing events and continuing education. Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc.
  • Prepares a variety of status reports, including activity, closings, follow-up and adherence to goals.
  • Documents coverage, exclusions and other specific information on the automated file. Provides detail pertaining to non-standard coverage limitations and binding restrictions to lower errors and commissions exposures.
  • Performs other duties and special projects as assigned.

What You'll Need To Be Successful In The Role

  • Property and Casualty Insurance License and/or Personal Lines Insurance License is required and must be maintained.
  • College degree in Sales, Marketing, Business or other relevant discipline preferred.
  • 3 to 5 years' sales experience in the insurance industry is preferred.
  • Experience working with complex personal lines coverage.
  • Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
  • Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation.

Why Choose Relation?

  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
  • Career advancement and development opportunities.
  • Paid training and continuing education to obtain/maintain your insurance license.
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High Net Worth Advisor • Peachtree Corners, GA, United States

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