Job Description
Job Description
Description : JOB SUMMARY :
The primary objective of the Strategic Business Advisor (SBA) is to create growth opportunities for GKG.
The primary functions of this role include :
Rain Maker (Open Doors)
- Seek and provide new business opportunities
- Manage and develope a valuable network
- Leverage Centers of Influence
- Establish and develop brand presence for GKG (visibility in the market)
High Level Relationship Development
Professional / Relationship plan for high-level client relationshipsManage the Professional / Relationship plan for underwriters and key market contacts relative to marketing strategies and renewal negotiationsDevelop relationships with peer contacts at the prospective client during new business opportunitiesRepresent GKG at niche associations & eventsClose New Business
Challenge businesses to think differently about RiskSell within the scope / expectations of the GKG modelDevelop annual New Business PlanMeet or exceed annual growth goal (minimum standards will be set)Leverage the available sales coaching and mentorshipLeverage the team’s experience and collective wisdomTeam up on new business opportunities when it makes senseClient Strategy & Stewardship
Function as a leader within the High Performance Team (HTP)Lead the annual stewardship / workshop processManage “emergencies in flight” with the HPTWork with HPT to define and deliver a Far From Ordinary Client Experience™Ensure HPT creates and maintains a clear line of sight to clients’ fiscal and strategic goalsEnsure implemented strategies are driving quantifiable value to the clientEnsure clients are aware of the quality of service and value provided by GKG through the stewardship process (articulate the value)Ensure HPT understands growth objectives related to current clients as well as their individual role, when applicable (connect the dots)Requirements :
To be successful at GKG, team members must possess the following values :
far from ordinaryteam-first mentalityalways seek growthmake it happen attitudeembrace change as opportunityAdditional knowledge, skills, & abilities :
Bachelor’s Degree or equivalent 5-10 years of education and / or experienceApplicable licenses / certifications including but not limited to NYS P&C and LAH licensesAbility to manage all elements of life (hours of availability for business must be flexible)Excellent organizational and people skills, with the ability to work well in a fast paced, team environmentMust be able to communicate at all levels (individual, small group, large group, etc.)Familiarity with PipeDrive and / or Salesforce preferredWorking knowledge of social media within sales contextMust be comfortable in an electronic environment with strong computer skillsMust be able / willing to travel to client facilities throughout the regionOvernight travel may be necessarySUPERVISORY RESPONSIBILITIES :
This position does not have any supervisory responsibilities.
EQUIPMENT, MACHINES AND SOFTWARE USED :
Ability to utilize word-processing and spreadsheet software, presentation software, sales pipeline software, and agency management software.
MENTAL AND VISUAL REQUIREMENTS :
Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing accounting work, using a computer terminal, and / or extensive reading.
PHYSICIAL ACTIVITIES AND REQUIREMENTS :
Ability to stoop, reach, sit, stand, walk, pull, lii, use fingers, grasp, feel, talk, hear, and perform repetitive motions. Ability to exert up to 20 pounds of force occasionally, and / or up to 10 pounds of force frequently, and / or a negligible amount of force constantly to move objects.
ENVIRONMENTAL CONDITIONS :
None : There is no exposure to adverse environmental conditions (such as in a typical office or administrative work).
EMPLOYER'S DISCLAIMER :
All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor. Furthermore, the company reserves the right to add to or revise an employee's job duties at any time at its sole discretion.This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.