Lumbra Risk Advisors

Description:

Primary Responsibilities:

• Actively manage leads and prospective clients on a daily basis and utilizes the Agency’s technology for tracking leads, activities and action items.
• Meet production goals/requirements as set by the Agency
• Conducts research of external information
• Ensure and anticipate accurate and timely servicing of client needs on a diverse book of commercial lines insurance business.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Identify prospective clients, obtain and maintain data about their financial resources and needs.
• Utilize appropriate resources for initial and ongoing prospect sales meetings and proposals.
• Prepare and conduct sales presentations to prospective and existing customers on new and renewal business.
• Maintain thorough knowledge in market, industry, and economic and administrative trends to better serve customers.
• Design insurance programs, recommend coverages, and change and/or implement client programs.
• Presents the solutions to clients and negotiates compensation effectively.
• Creates a client-specific business plan to ensure growth, retention, and cross-sell goals are met.
• Ensures quality of deliverables and enforcement of critical deadlines through effective communication.
• Leads communication between the client and the service team members.
• Generates accurate budget projections, monitors progress and provides updates to leadership.
• Seeks feedback on firm’s execution of renewals through ongoing client dialogue.
• Maintain a strong understanding of Property & Casualty coverages.
• Maintain expert knowledge of one of more specialty industry groups.
• Contact prospective clients and explain features and merits of policies offered.
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Obtain and maintain all licensing and continued education requirements.
• Develops and maintains relationships with clients, prospects, carriers, vendors and other firm advisors/employees.

Knowledge, Skills and Abilities:

• Demonstrable evidence in your ability to generate substantial new business,
• Ability to think innovatively, creatively, critically and logically to provide value added insurance and risk management solutions to clients.
• Strong interpersonal skills, including relationship building & maintenance.
• Excellent communication (verbal and written), analytical, presentations & organizational skills.
• Self-motivated with the ability to work collaboratively as part of a team or individually in a fast paced, dynamic environment where superior time management and prioritization skills are essential.

Requirements: