Risk Advisor – Commercial Lines

Relation Insurance Services

. Produce and sell new insurance accounts within assigned accounts .

Posted 10/8/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales and relationship management within the insurance industry, with a strong focus on achieving revenue objectives and maintaining a profitable book of business. Proficient in risk assessment, loss control, and claims advocacy, while effectively utilizing market intelligence to drive business growth.

Highest-signal resume keywords

Property And Casualty Insurance LicenseConsultative Sales ApproachComplex Commercial Coverage ExperienceNegotiation And Problem-Solving SkillsInsurance Market Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Tracking System DocumentationRisk AssessmentLoss Control ServicesClaims AdvocacyInsurance Rating ProceduresUnderwriting Procedures

Soft Skills

Outstanding Interpersonal SkillsStrong Communication SkillsAbility To Prioritize Tasks

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft Word

Certifications & Qualifications

Property And Casualty Insurance License

Industry Keywords

Insurance ServicesMarket TrendsCompetitor AnalysisBusiness IntelligenceSales Plan Development

About the role

Key responsibilities & impact

Produce and sell new insurance accounts within assigned accounts
Research the market and develop business to promote and sell insurance services
Maintain and service a profitable book of insurance business for existing clients
Achieve annual new revenue objectives through consultative sales
Expand service lines for existing clients
Demonstrate thought leadership and industry engagement through associations and speaking panels
Develop an annual individual sales plan with a 5X pipeline coverage ratio or company-aligned metric
Build an active pipeline of qualified prospects through contacts, referrals, campaigns, colleagues and marketing sources
Document new business activity and won/lost opportunities in Relation’s sales tracking system
Develop and present client recommendations using a consultative selling approach
Assess risk issues, client needs and difficult-to-insure exposures
Recommend and assist with loss control and claims advocacy services
Transition sold clients to the designated client service/account management team
Build strategic relationships with key client decision makers
Communicate market trends, competitor analysis and business intelligence to leadership
Perform other duties and special projects as assigned

Requirements

What you’ll need

Property and Casualty Insurance License is required and must be maintained
College degree or minimum 2 years’ sales experience in the insurance industry is preferred
Experience working with complex commercial coverage
Strong negotiation and problem-solving skills
In-depth understanding of insurance markets, products and usages
Knowledge of insurance rating and underwriting procedures
Outstanding interpersonal and communication skills
Ability to prioritize and handle multiple tasks in a demanding work environment
Proficiency in Microsoft Office, primarily Excel, PowerPoint and Word
Computer literacy and ability to learn new software applications

Benefits

Comp & perks

Competitive pay
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Paid training and continuing education to obtain/maintain your insurance license
Discretionary annual incentive program eligibility