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At Forth Insurance, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education.
What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future.
If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us.
Job Description
Develops and maintains client relationships through prospecting, risk discovery, and consultative insurance and risk management discussions. This role works closely with clients and internal partners to identify exposures, uncover coverage gaps, and support effective risk management solutions. Through practical experience, training, and mentorship, the Risk Advisor Associate builds the technical knowledge, business acumen, and advisory skills necessary to become a trusted risk advisor and consultant to clients. Core Responsibilities and Performance Expectations include the following.
Develops and maintains trusted client relationships through proactive communication, responsiveness, and ongoing risk management discussions.
Prospects and develops new business opportunities through networking, referrals, community involvement, and other growth activities.
Conducts risk discovery conversations to understand client operations, exposures, strategic objectives, and insurance needs.
Identifies coverage gaps, loss exposures, and risk management opportunities, recommending appropriate solutions based on client needs.
Presents insurance and risk management recommendations that support informed client decision-making and long-term risk strategies.
Obtains accurate underwriting and exposure information, including applications, supplemental documentation, and supporting materials required for successful placement.
Coordinates with service and market teams to support placement activities, renewal planning, and effective client solutions.
Supports client retention, account rounding, and cross-sell opportunities through ongoing relationship development and proactive service.
Maintains accurate client records, activity tracking, and documentation within agency management and CRM systems.
Monitors renewal schedules, market conditions, and client needs to identify opportunities for coverage enhancements and strategic planning.
Collaborates with claims, service, and market resources to support client advocacy and resolution of service-related concerns.
Participates in ongoing licensing, training, and professional development activities to build insurance knowledge, risk assessment capability, and advisory skills.
Supervisory Responsibilities
This position has no direct supervisory responsibilities. The Risk Advisor Associate works in partnership with service and market team members to support client outcomes but does not have direct management authority over personnel.
Skills - To perform the job successfully, an individual should demonstrate the following skills:
Computer Skills
To perform this job successfully, an individual should have knowledge of computer applications such as the Internet, Outlook, Microsoft Word and Microsoft Excel. Ability to use basic office machines.
Customer Service Skills
Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a…