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Sales & Risk Consultants

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POST DATE 9/8/2016
END DATE 12/19/2016

Confidential Company Boston, MA

Boston, MA
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #


As a global leader in insurance broking and risk management, our clients succeed by defining, designing, and delivering innovative, industry-specific solutions that help them effectively manage risk.

We have 27, employees worldwide, operations in more than 130 countries, and annual revenue of approximately $5.4 billion, along with comprehensive global expertise that spans 26 industry practices and more than 30 risk and specialty practices. We are looking for talented professionals to join our team.

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 travelrequired.