Risk management ADVISOR

ABOUT ENGAGE:

Engage Insurance Group was founded with the principle of helping individuals and businesses thrive. Our success extends to the driven individuals that strive to provide excellence through their work and we have empowered our team with a robust platform that provides the tools, range and flexibility that brings clients the best value. Together, we continue to bring products and services that continue to give our team a competitive edge.

ABOUT THE RISK MANAGEMENT POSITION:

The Risk Manager is a critical component to the operations of Engage Insurance Group and we believe that your success doesn’t have to have a ceiling. The R.M. is a licensed P&C and Life & Health insurance expert dedicated to helping clients identify opportunities and leverage uncertainties. The Risk Manager develops a plan and based on the recommendations, implements the precautionary measures to minimize a potential financial impact that a client might face.

DAY TO DAY:

  • Build relationships with your clients to understand their needs

  • Soliciting new clients

  • Execute risk management strategies with individuals, businesses, and families to help them select coverage that will meet their needs

  • Advise clients on how to minimize risk

  • Process new applications and requests for changes to existing policies

  • Continuously seeks out opportunities with new clients and current clients.

  • Maintain regular and ongoing contact with clients

  • Conduct yearly reviews with clients

KEY DUTIES AND RESPONSIBILITIES:

  • Provide excellent customer service that will meet or exceed expectations

  • Experience in field underwriting

  • Assist customers with completion and processing of applications

  • Keep abreast of trends in the property and casualty industry, including various state laws and legislative issues

  • Follow-up sales activity

  • Have the ability to pass a criminal background check.

  • Have the ability to pass pre-employment drug screening

ABOUT YOU:

  • Advanced understanding of Risk Management

  • Proficient in English and Spanish

  • 2-4 years of sales experience

  • Bachelor’s degree or equivalent

  • Proficient in Microsoft Word and Excel

  • Attention to detail

  • Must be driven and self-motivated

  • Ability to multi-task, be detail-oriented and organized

  • Strong written and oral communication

  • High -achiever attitude – no fear mentality

  • Licensed in Property/Casualty

  • Licensed in Life and Health