Sales Advisor

Reseco Advisors:

Do you have a strategic mind? Are you highly social and initiates relationship building? www.resecoadvisors.com, a high-performing, cutting edge, difference maker is looking for winners. Forward-thinking, creative, autonomous entrepreneurial spirits with excellent customer service skills are what we seek. If you are driven by a fast-paced environment and a highly communicative relationship with our clients, then we need to hear from you.

Core Values

Care - Empathy, respect and compassion are that the core of every interaction.

Positive Energy - Be a Tigger, not an Eeyore!!

Earn Trust - We honor our commitments and deliver on our promises.

Team Work - Selfless collaboration to increase velocity, solve issues and achieve goals.

G.R.I.T - Guts | Resilience | Initiative | Tenacity

Results Driven - We identify the present, establish the target, create a path to achieve it, and then do it again.

The Role…

This position will work closely with clients providing education and data-driven insights to advise them in their business strategies. We help solve difficult business challenges and dollarize our value utilizing analytics. We are looking for an entrepreneurial business development-minded person. You must have a high impact, high results mindset who can connect with our clients and think strategically and proactively anticipating a client’s needs. This position will have a great impact on the overall success of Reseco and we would love for you to be a part of our team.

Principal Duties and Responsibilities

• Main point of contact for the client – addresses questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates clients on exclusions and exposures, resolves accounting discrepancies, communicates effectively with internal/external clients, provide exceptional service to internal/external clients.
• Initiates relationships and communicates with client decision-makers and personnel to effectively resolve a majority of client inquiries and concerns independently from the Producer.
• Strategic client planning and consistently communicating, collaborating with internal personnel (Producers, P&C Marketing, Claims, Risk/Safety, Accounting) to attain superior outcomes.
• Manages the entire Stewardship process and delivery for assigned clients.
• Successfully manages and is accountable for the book of business revenue of $1 million or more
• Communicate directly with the client to procure high-level/technical renewal exposure information (i.e. supplemental applications).
• Review proposals and communicate expectations with P&C Marketing, presenting proposals to clients, and communicating binding instructions to the internal service team.
• Review audits, cancellation notices, endorsements, contracts, subcontracts and advise the client on recommended actions and best practices.
• Mentor and develop staff as requested by the Director of P&C.
• Regularly schedule, lead and actively participate in client meetings, both on and off-site.
• Conduct all business in accordance with established policies and procedures.
• Other duties as assigned.

Requirements:

An organized individual with a demonstrated track record of excellent customer service and presentation skills.
A strategic mindset that can autonomously work with clients to determine and deliver the products that fit their needs.

Knowledge, Skills and Abilities Required:

• High School Diploma or GED
• Property Casualty license and commercial experience
• 15 years proven insurance industry technical experience servicing middle-market to large accounts
• Acceptable driving record and auto insurance

Preferred:
• Some college or technical training in related discipline
• Construction experience
• CIC, CRIS, CPCU, CRM, or ARM designations
• Previous Applied EPIC experience

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