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.
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