Advisor/Producer, Commercial Risk - Burnham WGB

Advisor / Producer, Commercial Risk - Burnham WGB

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Location :

Tustin, California, US

Time Type : Full time

Full time

Posted On : Posted 2 Days Ago

Posted 2 Days Ago

Job Requisition ID : JR106257

JR106257

Burnham WGB is a team of talented and dedicated risk consultants uniquely equipped to solve the biggest challenges facing your organization.

Our expert advisors thoroughly assess your business and situation to develop creative, comprehensive, and cost-effective solutions that are uniquely yours.

Over 35 years, the innovative programs and bottom-line results we’ve secured for our clients have earned us an unparalleled reputation for partner loyalty and longevity.

We provide a complete range of commercial insurance products and services including loss control and claims consulting, risk management, and personal insurance to successful individuals and families.

We are proud to have been named one of Orange County's "Best Places to Work" by the Orange County Business Journal. We are also annually recognized by Insurance Journal as one of the "Top 100 Independent Insurance Agencies."

POSITION SUMMARY :

The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals.

Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.

PRIMARY RESPONSIBILITIES :

• Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.
• Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
• Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
• Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Positively represents the firm in the community and with our insurance company partners.
• Performs other functions as assigned by leadership.
• Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
• Is expected to meet monthly new business goals.

EDUCATION AND EXPERIENCE REQUIREMENTS :

• Certification(s) : None required; None preferred
• License(s) : Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required;

Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED :

Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED :

• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary
OTHER REQUIREMENTS :
• None
• None

SPECIAL WORKING CONDITIONS :

Fast paced multi-tasking environment

IMPORTANT NOTICE :

This position description is intended to describe the level of work required of the person performing in the role and is not a contract.

The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.

All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT) :

BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws.

All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

The starting pay is $100,000.0 USD annual plus. Salary is negotiable upon time of offer.

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