Commercial Risk Advisor

Commercial Risk Advisor

Job Summary

The Commercial Risk Advisor is responsible for generating new clients from prospecting and lead generation, to closing the sale. As a producer, you will also maintain a book of business by becoming a trusted advisor to clients through risk management plans and solutions designed specifically for your clients’ businesses.

Why O’Neill Insurance?

O’Neill Insurance has a broad spectrum of insurance carrier partners. Additionally, through our membership in the Beyond Insurance Global Network and ISU Insurance Agency Network, we have access to like-minded insurance professionals focused on growth, profitability and sharing of knowledge, expertise and experiences. The proprietary Beyond Insurance Risk Management Process provides a unique opportunity to offer business clients a range of Risk Management and Insurance Services available only to an elite group of agencies across the nation.

O’Neill Insurance has a high client retention level at 95%, with mentors to attend prospect meetings with you, and a full support staff to help you sell new business. We have an award-winning culture (Best Place to Work Award in 2021) and an environment that rewards rock stars! We are also proud to be named a 2022 “Best Practices Agency” through the Big “I” and Reagan Consulting.

  • Competitive starting base salary
  • Commission paid on all new business sales from day 1
  • Medical, Dental, Vision & Life Insurance Plan – 100% paid for Employee
  • Paid Holiday, Vacation and Sick Time
  • 401(K) Plan with Employer Contribution – 3% of Salary
  • 30 Hours Per Year to Volunteer for a Non-Profit Organization
  • Birthdays off
  • 100% Paid Continuing Education and Professional Development

New Sales:

    • Generate leads and a maintain a healthy pipeline of opportunities through outbound prospecting, including cold calling, referrals, strategic relationships, drop-ins, emails, and LinkedIn
    • Prequalify insurance prospects for insurability and quality of risk
    • Survey loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients
    • Design insurance program and prepare proposal for risk management solutions
    • Make sales presentation to prospective clients
    • Close accounts with the support of your experienced mentors

Retention of Current Clients:

    • Work with current clients to review coverage annually or as needed
    • Cross-sell or up-sell based on needs of client
    • Maintain relationships of existing clients and coverages to reach a set retention goal

Personal and Organizational Development:

    • Participate in sales meetings
    • Identify market trends to improve overall marketing strategy
    • Learn and use the Beyond Insurance Risk Management Process
  • Business-to-Business sales experience and skills
  • Insurance license must be obtained within first 30 days of employment
  • Strong network of local business contacts
  • Bachelor Degree preferred, but not required
  • Ability to effectively communicate verbally and in writing with prospects, clients, and carriers.

Apply Today!

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