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Sales & Risk Consultant/Personal Lines Insurance/P&C License

Placement Valley
Seattle, Washington, United States
$81,000 - $110,000 + incentives
January 23, 2017

About Job

Job title: Sales & Risk Consultant

Job type: Full Time

Job function: Consulting

Industry: Insurance

Experience level: Mid-senior

Education level: Bachelor’s degree

Job classification: Professionals

Compensation: $81,000 - $110,000+ incentives

Location: Seattle, WA

Zip code:98101

Skills: P&C, Successful Sales and Risk Consultant experience with high net worth clients essential

Experience required:4 Years

Number of positions:1

Job Description

General Summary:

This role is responsible for new business development, as well as catching and closing new business opportunities. SRC conducts a personal risk management assessment of the prospect’s portfolio and identifies the solutions and placement strategy to address their needs, and ensures a seamless transition to the Client Advisor.

Essential Functions:


• SRC gathers current coverage information from prospect and evaluates and analyzes, in order to prepare comprehensive risk evaluation to include product and service requirements.

• Delivers individual advice including advantages and disadvantages of the various options and make recommendations during a one on one with prospects and clients.


• Negotiates with multiple insurance carriers to provide comprehensive coverage options for prospect’s proposals, while conforming with laws, regulations and requirements governing the insurance industry.

• Generates referrals from prospects/clients.

• Responsible for meeting new business development goals and forecasting.

Operational Excellence:

• Includes practice specialists, as needed throughout the business development process to best manage prospect’s risk exposure.

• Works with Business Development Executives and Client Advisors as appropriate to grow and expand referral sources.

• Incorporates and regularly practices techniques introduced through Sales Training to continuously enhance skills and related performance.

• Uses Applied to complete funnel and other internal information tracking reports as required.

• Uses the Applied system in an accurate and timely manner to enter and maintain all account information.

• Ensures that all regulatory requirements are met and complies with all internal policies and procedures.

• Reviews and interprets carrier contract language to deliver optimal client coverage recommendations.



• At least four years of directly related business development/client service experience.

• Successful Sales and Risk Consultant experience with high net worth clients essential.

• P&C licensed and personal lines insurance experience necessary.

• Bachelor’s degree strongly preferred.

• Some travel required.


• Building & Maintaining Relationships

• Communication with Impact

• Critical Thinking & Problem Solving

• Negotiations

• Planning & Organizing

• Teamwork

Job Insight:

• Candidates should have at least 4 years of experience working in personal lines insurance with high net worth individuals.

• Local candidates are preferred

• Must have P&C license

• Base plus variable. Source leads, creates proposals, onboards new client.

• Sales goal is roughly 60% of the BDE goal. 50/50 split between HUNT and CATCH

• To be in the money must make 80% of goal. Paid quarterly. Total comp is weighted more towards base.

• Interview:

• -phone screen

• -PI test

• -Phone Interview with Hiring Manager

• -In person interview

Company Details

We are a global consulting leader in talent, health, retirement and investments. We help clients around the world advance the health, wealth and performance of their most vital asset – their people. Company has 60,000 employees are based in more than 100 countries.

Company offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, pension and 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs.

We embrace a culture that celebrates and promotes the many backgrounds,

heritages and perspectives of our colleagues and clients.

Mohit Gandhi


Placement Valley

Phone: 702-475-5987