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Commercial Insurance New Business Specialist

Risk StrategiesBurlingame, CA
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Job Description

The Risk Strategies Select New Business Specialist will serve as the trusted advisor for producers and clients providing a comprehensive insurance solution for the small business sector. The role will build strong relationships, generate leads and transition prospects into clients.

This role is hybrid with 1-3 days working from one of our California locations.

Your Impact:

  • Ability to consult and develop new business, with emphasis on understanding of client exposures and coverage needs; Stellar Client engagement skills
  • Demonstrate track record of transitioning prospects into clients in addition to initiating new revenue by making coverage recommendations and rounding accounts; Persistence with a focus on driving revenue through solution-driven consultation
  • Well-established peer and producer network to generate leads
  • Relationship mentality to engage producers for their identifiable prospects
  • A commitment to maintain organized records for all aspects of the new business process; Self-starter dedication to utilizing research tools for prospect research and building professional contact networks; Deep understanding of the marketplace, coverage complexities and strong relationships with industry partners
  • Act as a mentor to current and incoming staff

Successful Candidate Will Have:

  • Minimum of 5+ years of successful, documented business development experience; Broad industry knowledge including program business with continued education and development; Industry specific designations preferred- CISR, ARM or similar
  • Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities
  • Bringing prospects to closure while maximizing client retention through superior customer service
  • Ability to work in a fast-paced environment managing multiple competing priorities & demands

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,400 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $65,000.00 - $80,000.00. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.