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The Risk Advisor manages new insurance account production, develops sales strategies, builds client relationships, and educates clients on insurance services.

Responsible for new insurance account production and sales, educating clients, maintaining relationships, and ensuring proper coverage while managing client accounts and documentation.

The Specialist maintains technical platforms for insurance operations, handling data flow, troubleshooting issues, and optimizing processes across various systems. They manage carrier downloads and ensure data integrity while supporting internal users and collaborating on enhancements.

The Risk Advisor is responsible for new insurance account production, sales activities, and maintaining client relationships while achieving revenue objectives and managing a profitable insurance book.

The Risk Advisor is responsible for sales activities in insurance, client relationship management, market research, and risk assessment.