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Sales Associate

Role overview

Qualifications

  • Property Casualty license required
  • Commercial Property Casualty insurance experience required; 5+ years of relevant insurance experience preferred
  • Strong business development aptitude with interest in transitioning into a consultative sales role
  • Proficiency with Microsoft Office; Salesforce or CRM experience preferred

Responsibilities

  • Support the Managing Director with existing broker, agency, and referral relationships across California
  • Develop new business opportunities through cold calling, networking, referrals, in-person meetings, LinkedIn, and other digital outreach methods
  • Create and maintain Centers of Influence (COI) and build productive agency relationships in assigned markets
  • Learn, understand, and effectively communicate the group captive value proposition to brokers, agencies, and prospective members

Key facts

  • Remote from: California (USA)
  • Full time
  • Sales Assistant (Institutional Sales and Trading)
  • English

Hard skills

Other skills

  • Sales
  • Relationship Management
  • Communication
  • Curiosity
  • Resilience

About the company

Strategic Risk Solutions logo

Strategic Risk Solutions

Insurance

Strategic Risk Solutions is a leading independent insurance management firm with representation in all major onshore and offshore domiciles. It provides financial reporting, regulatory compliance and underwriting management services to existing and prospective captive insurance companies. SRS was ranked the 4th largest captive manager worldwide and the largest independent by Business Insurance at December 31, 2020.For many people, captive management is treated as a routine task of keeping the books and records of a captive. The industry has been plagued by mediocre service, high staff turnover and low customer satisfaction. At SRS, we believe that isn’t good enough.Captive Management Plus reflects our commitment to be the premier provider of management and consulting services to the captive insurance industry. What do we mean by Plus? The Plus is both the quality rating of our core captive management services and the value added consulting services we provide in support of captive management. We achieve the Plus by:--Delivering outstanding service;--Strictly adhering to best-in-class internal controls and regular evaluations of these through Statement on Standards for Attestation Engagements No. 18 audits;--Helping Clients succeed, particularly through our reputation for innovation; and--Providing a depth of expertise by hiring the best in the business, keeping a laser focus on captives, as well as utilizing team structures and a "one firm" approach to servicing Clients.This model has been validated by Client feedback from our annual Customer Survey and our success and longevity. Contact us to learn more.

Company details

Company typeSME
IndustryInsurance
Company size201-500

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Job description

Strategic Risk Solutions Inc. (SRS) is seeking a Sales Associate to join Garnet Captive Services. This role is responsible for supporting business growth in California by expanding upon existing broker, agency, and referral relationships while developing new business opportunities within an assigned territory. The Sales Associate will work closely with the Managing Director to support growth plans, educate brokers and prospects on group captive solutions, and build long-term agency relationships through a consultative, relationship-driven sales approach. 

Responsibilities and Duties: 

  • Support the Managing Director with existing broker, agency, and referral relationships across California. 

  • Develop new business opportunities through cold calling, networking, referrals, in-person meetings, LinkedIn, and other digital outreach methods. 

  • Create and maintain Centers of Influence (COI) and build productive agency relationships in assigned markets. 

  • Leverage Salesforce, internal prospect databases, and other available resources to identify, track, and follow up on warm leads and new opportunities. 

  • Expand market presence in underserved territories while maintaining momentum with established relationships. 

  • Represent Garnet in face-to-face meetings with brokers, prospects, referral partners, and other market contacts. 

  • Learn, understand, and effectively communicate the group captive value proposition to brokers, agencies, and prospective members. 

  • Review new business submissions and related underwriting information in partnership with internal underwriting, service, carrier, and vendor partners. 

  • Support the execution of California growth plans, including work in the Bay Area and surrounding markets. 

  • Deliver effective presentations in a variety of settings, including one-on-one meetings, agency meetings, small groups, and larger presentations. 

  • Partner cross-functionally with account management, underwriting, and operational teams to support client service, submission flow, and program growth. 

  •  Participate in training, product education, and field development activities during the onboarding and ramp-up period. 

Attributes and Skills: 

  • Property & Casualty license required 

  • Commercial Property & Casualty insurance experience required; 5+ years of relevant insurance experience preferred. 

  • Prior experience in account management, account executive, underwriting, broker support, carrier marketing, agency development, or related commercial insurance roles strongly preferred. 

  • Strong business development aptitude with interest in transitioning into or growing within a consultative sales role. 

  • Strong verbal, written, and presentation skills, both in person and virtually. 

  • High level of curiosity, coachability, resilience, open-mindedness, and willingness to ask questions. 

  • Self-directed, organized, and able to manage follow-up activity, pipeline details, and competing priorities. 

  • Proficiency with Microsoft Office; Salesforce or CRM experience preferred. 

  • Prior captive insurance experience is not required; willingness to learn the group captive model is expected. 

  • Ability to travel for in-person broker, agency, prospect, and team meetings as required. 

  • Ability and willingness to maintain an active field presence and travel throughout the assigned territory, proactively developing new business by regularly calling on agencies, brokers, referral partners, and prospective clients to identify opportunities and build relationships. 

The anticipated base salary range for this position is $95,000 - $115,000 annually. Compensation will be determined based on experience, skills, qualifications, and location.  
 

About Strategic Risk Solutions 
SRS is the world’s largest independent insurance company manager. With over 25 years of experience, SRS provides management and consulting services to a wide range of insurance company entities, from single parent captives to complex commercial insurers and reinsurers. SRS has operations in the United States, Canada, Europe, Barbados, Bermuda, Cayman Islands, Latin America, and South Africa.  
 

Garnet Captive Services, LLC was founded in 2002 with the goal of providing causality insurance solutions for mid-sized employers. Garnet Captive partners with an established network of high-quality insurance agents to deliver comprehensive group captive solutions covering workers’ compensation, commercial auto, and general liability. Since 2002, Garnet’s group captive programs have been incredibly successful in reducing premiums, stabilizing cost, and providing control of employers’ insurance programs.   

Offering a competitive salary and a comprehensive benefits package including life, medical, dental, 401k, and tuition reimbursement, SRS strives to provide every employee with opportunities for rewarding growth and advancement in an environment of genuine equity and inclusion. SRS’ dedication to its people has established a company-wide network of colleagues committed to each other’s, as well as the Company’s, success.   

EOE 

For more information on SRS, please visit www.strategicrisks.com 

For more information on Garnet, please visit www.garnetcaptive.com 

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