Commercial Risk Advisor

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    "url": "https://recruiting.paylocity.com/recruiting/jobs/Details/4141383/Starkweather-and-Shepley-Insurance-Brokerage-Inc/Commercial-Risk-Advisor",
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    "html_title": "Starkweather & Shepley Insurance Brokerage Inc. - Commercial Risk Advisor",
    "description_html": "<p><u><strong>Summary:</strong></u></p><p>This role will be seeking new business opportunities and maintaining relationships with existing clients. This role may be segregated specifically into a New Business or Retention Business focus.</p><p>This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual.</p><p><u><strong>Essential Job Functions:</strong></u></p><ol><li>Generate leads and pursue new client opportunities. Prospect for business based on your local networks, connections, and communities; send referrals to other departments.</li><li>Develop strong Centers of Influence, network to develop new business opportunities; responsible for meeting or exceeding new business goals set annually.</li><li>Complete and/review the large client survey to gather all pertinent information and work with your assigned account management team to review current policies.</li><li>Develop and maintain active expiration lists through internal and external sources.</li><li>Achieve trusted advisor status with clients, provide professional risk management advice to prospects and clients.</li><li>Maintain and foster strong business-to-business relationships.</li><li>Maximize growth and retention by providing exceptional customer service to clients.</li><li>8. Make arrangements with clients to ensure premium payment on a timely basis and be responsible for management of collections for assigned accounts.</li><li>Conduct renewal strategy meetings at renewal to address coverage gaps, limit adequacy, and provide industry and insurance trends.</li><li>Obtain information for quotes and, if applicable, work with the marketing team to obtain quotes from the insurance marketplace.&nbsp;</li><li>Provide input on renewal premium negotiations with account management team.</li><li>Work with assigned account management team to prepare proposals and present to prospects and clients.</li><li>Work with assigned account management team to set renewal timeline and complete pre-underwriting, information gathering, submissions, coverage analysis, and proposal presentations if needed.</li><li>Conducts proposal meeting with client.</li><li>Utilize company systems as applicable; Sagitta, ImageRight, Helix.</li><li>Develop accounts and cross-sell available products and services.</li><li>Performs other duties as assigned.</li></ol>",
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    "requirements_html": "<p><u><strong>Skills and Abilities:</strong></u></p><ol><li>Fluency in MS Office products.</li><li>Effective, professional verbal and technical written communication skills.</li><li>Superior sales and networking skills; must be an effective networker.</li><li>Proven track record of success in high activity sales model with clear examples of results.</li><li>Must be a good listener and have a strong work ethic.</li><li>Proven analytical skills.</li><li>Must be detail-oriented, with the ability to plan, manage, and oversee a book of business.</li><li>A self-starter with an entrepreneurial approach and hands-on experience.</li><li>Must be willing to work outside of core hours as needed.</li><li>Ability to multitask and operate in an ever-changing environment is critical.</li><li>Ability to communicate clearly, to work well with others, and to manage time effectively.</li></ol><p><br></p><p><u><strong>Education and Experience:</strong></u></p><ol><li>Proven record of servicing a book of business with at minimum $500K in revenue.</li><li><strong>Producer license is Mandatory.</strong></li><li>CIC, CPCU, AAI, or AIS designations preferred.</li><li>Bachelor’s degree in a relative field preferred, or equivalent in work experience.</li><li>Sales experience, preferably in Insurance; commercial property and casualty or related business-to-business sales experience.</li><li>Willingness to continue education is essential.</li></ol>",
    "requirements_text": "Skills and Abilities:\n Fluency in MS Office products.\n Effective, professional verbal and technical written communication skills.\n Superior sales and networking skills; must be an effective networker.\n Proven track record of success in high activity sales model with clear examples of results.\n Must be a good listener and have a strong work ethic.\n Proven analytical skills.\n Must be detail-oriented, with the ability to plan, manage, and oversee a book of business.\n A self-starter with an entrepreneurial approach and hands-on experience.\n Must be willing to work outside of core hours as needed.\n Ability to multitask and operate in an ever-changing environment is critical.\n Ability to communicate clearly, to work well with others, and to manage time effectively.\n Education and Experience:\n Proven record of servicing a book of business with at minimum $500K in revenue.\n Producer license is Mandatory.\n CIC, CPCU, AAI, or AIS designations preferred.\n Bachelor’s degree in a relative field preferred, or equivalent in work experience.\n Sales experience, preferably in Insurance; commercial property and casualty or related business-to-business sales experience.\n Willingness to continue education is essential."
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      "Country": "USA",
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    "PublishedDate": "2026-06-03T13:32:15-05:00",
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