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RISK MANAGER POSITION:

At Engage Insurance Group, the Risk Manager plays a pivotal role in our mission to deliver tailored insurance solutions and expert risk management. We believe in limitless potential, where success has no ceiling. As a licensed expert in Property & Casualty (P&C) and Life & Health insurance, the Risk Manager helps clients navigate uncertainties, identify opportunities, and implement strategies to minimize financial risks.

PRINCIPAL RESPOBSIBILITIES:

  • Execute risk management strategies for individuals, businesses, and families, helping them select the right coverage.

  • Build and maintain strong client relationships to understand and address their insurance needs.

  • Drive outcomes by actively engaging with clients through regular calls, meetings, and in-depth consultations. Create and deliver customized insurance proposals that align with client needs, showcasing tailored risk management strategies and comprehensive coverage options.

  • Advise clients on ways to minimize risks and protect their assets.

  • Seek opportunities with current and prospective clients to grow accounts.

  • Stay informed on trends in the P&C industry, including state laws and legislative developments.

  • Engage in follow-up activities to maintain client satisfaction and foster retention.

  • Conduct yearly reviews to ensure client coverage aligns with their evolving needs.

BASIC QUALIFICATIONS:

  • We’re looking for a dynamic individual who thrives in a fast-paced environment and embodies the following qualities and qualifications:

    • Advanced Knowledge: Strong understanding of risk management principles.

    • Bilingual: Fluent in English and Spanish (preferred).

    • Experience: 2–4 years of sales experience.

    • Education: Bachelor’s degree or equivalent experience.

    • Technical Skills: Proficiency in Microsoft Word and Excel.

    • Personal Attributes: Detail-oriented, organized, self-motivated, and driven.

    • Communication Skills: Exceptional written and verbal communication skills, with the ability to effectively explain complex insurance concepts and technical details in clear, easy-to-understand terms for clients and stakeholders.

    • Licensing: Licensed in Property & Casualty, as well as Life & Health insurance.

ABOUT ENGAGE

Engage Insurance Group was founded on the principle of helping individuals and businesses thrive. Our success is built on the dedication of driven professionals committed to delivering excellence in their work. We empower our team with a robust platform that provides the tools, flexibility, and range needed to deliver exceptional value to our clients. Together, we consistently offer innovative products and services that give our team a competitive edge in the industry.