Insurance and Risk Consultant
Company: Moody Valley Insurance Agency
Location: Grand Junction
Posted on: April 1, 2021
Position Summary: The Risk Consultant is responsible for new
business production, risk management consulting, and account
management services to their existing book of business. This
position requires a highly motivated individual that can
consistently meet new business expectations while maintaining a
strong relationship with existing clients. This position must also
be able to work effectively in a team environment with an account
manager and market manager to develop and maintain business. The
Risk Consultant must perform to the ethical standards required by
the Colorado Department of Insurance and Moody Insurance Agency,
Following is a brief outline of essential tasks for the Risk
Consultant position, but other responsibilities and duties may be
--- Manage internal and external client relationships and provide
exceptional customer service. Customer service focus should be on
understanding customer expectations and striving to exceed
--- Meet or exceed annual new business sales goal.
--- Work with account management team to ensure annual retention
goals are met or exceeded on all renewals.
--- Maintain ongoing involvement with clients including (but is not
limited to): providing recaps at least 90 days prior to renewal,
personally delivering policies, and writing thank-you notes for all
--- Utilize expense account to continually build strong
relationship with clients and/or prospects.
--- Follow up with clients to ensure no accounts receivable over 90
--- Utilize Outlook calendar to track all appointments, daily
events, and communication.
--- Utilize Sales Force for prospect development; ensure that all
prospects are entered and tracked regularly.
--- Attend and participate in all sales meetings and trainings as
well as Agency and Department meetings as requested.
--- Coordinate and participate in activities related to the
agency-affiliated associations and community events
--- Maintain a current, active license at all times. Complete
Continuing Education classes as required to maintain license, or as
requested by Management. Should hold or be working toward at least
one of the following insurance designations: CISR, CRIS, CRM, CIC,
CPCU, or ARM.
--- Other duties as assigned
The information provided above is intended as general overview of
the nature of the work, requirements, and necessary qualifications
associated with this position. This job description is not intended
to be an exhaustive list of all duties, responsibilities or
qualifications associated with the job.
Minimum Qualifications and Requirements:
--- Able to read and write in English
--- High School diploma or equivalent required. College degree (or
equivalent job experience) in insurance, communications or other
related field preferred.
--- Must currently possess (or be able to obtain within 90 days of
hire) a Colorado Property and Casualty Insurance License; insurance
designations such as CIC, CPCU, ARM or CRM strongly desired.
--- 2 years minimum outside sales experience with ability to
leverage established networks
--- Previous Commercial insurance experience preferred.
--- Proficient computer skills including working knowledge of
Microsoft Office products.
--- Able to work independently with minimal supervision
--- Excellent written and verbal communication skills
--- Outstanding consulting, sales and negotiating skills
--- Strong customer service and team skills required; must interact
effectively with customers, carriers, co-workers and management.
--- Ability to work efficiently under strict time constraints
--- Proven ability to analyze and solve problems
First Year Salary - $30,000 - $60,000, depending on experience
40% commission on new business after minimum sales quota
30% commission on renewals
$2,500 expense budget for 2021
Car and cell phone allowance
Keywords: Moody Valley Insurance Agency, Grand Junction , Insurance and Risk Consultant, Professions , Grand Junction, Colorado
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