Risk Advisor – Commercial Lines

Relation Insurance Services

. Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients .

Posted 10/12/2026full-timeUnited StatesMid-LevelSenior💰 $100,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales within the property and casualty insurance sector, with a strong focus on client relationship management, negotiation, and risk assessment. Proficient in developing sales strategies and utilizing market intelligence to drive revenue growth.

Highest-signal resume keywords

Property And Casualty Insurance LicenseConsultative Selling ApproachComplex Commercial Coverage ExperienceStrong Negotiation SkillsInsurance Market Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales PlanningPipeline DevelopmentRisk AssessmentLoss Control ProgramsClaims AdvocacyInsurance Rating ProceduresUnderwriting Procedures

Soft Skills

Problem-Solving SkillsInterpersonal SkillsCommunication SkillsAbility To PrioritizeAbility To Work With Different Personalities

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft WordSales Tracking System

Certifications & Qualifications

Property And Casualty Insurance License

Industry Keywords

Consultative SalesClient Relationship ManagementMarket TrendsCompetitor AnalysisInsurance Products

About the role

Key responsibilities & impact

Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
Exhibit thought leadership and industry engagement through associations and speaking panels
Develop an annual individual sales plan with a pipeline coverage ratio of 5X or aligned with current company metrics
Build an active pipeline of qualified prospects through personal contacts, client referrals, prospect pursuit campaigns, colleagues and marketing sources
Document new business activity in Relation’s sales tracking system
Close new business and document won/lost opportunities and reasons in the sales tracking system
Develop and present client recommendations using a consultative selling approach
Assess and identify client risk issues, needs and difficult or uninsurable exposures
Recommend and assist clients with loss control and claims advocacy programs
Transition sold clients to the designated client service/account management team
Serve as a valued advisor and 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 skills
Problem-solving skills
Ability to work well with different personalities
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, subject to program rules and individual and organizational performance