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Gilroy Kernan & Gilroy

Strategic Business Advisor

town of new hartford, NY

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About this opportunity

Gilroy Kernan & Gilroy lists this Strategic Business Advisor opportunity in town of new hartford, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Job Summary

The primary objective of the Strategic Business Advisor (SBA) is to create growth opportunities for GKG.

Primary Functions of This Role

Rain Maker (Open Doors)

Seek and provide new business opportunities

Manage and develop 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 relationships

Manage the Professional/Relationship plan for underwriters and key market contacts relative to marketing strategies and renewal negotiations

Develop relationships with peer contacts at the prospective client during new business opportunities

Represent GKG at niche associations & events

Close New Business

Challenge businesses to think differently about Risk

Sell within the scope/expectations of the GKG model

Develop annual New Business Plan

Meet or exceed annual growth goal (minimum standards will be set)

Leverage the available sales coaching and mentorship

Leverage the team’s experience and collective wisdom

Team up on new business opportunities when it makes sense

Client Strategy & Stewardship

Function as a leader within the High Performance Team (HPT)

Lead the annual stewardship/workshop process

Manage “emergencies in flight” with the HPT

Work 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 goals

Ensure implemented strategies are driving quantifiable value to the client

Ensure 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

Far from ordinary

Team-first mentality

Always seek growth

Make it happen attitude

Embrace change as opportunity

Additional Knowledge, Skills, & Abilities

Bachelor’s Degree or equivalent 5-10 years of education and/or experience

Applicable licenses/certifications including but not limited to NYS P&C and LAH licenses

Ability 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 environment

Must be able to communicate at all levels (individual, small group, large group, etc.)

Familiarity with PipeDrive and/or Salesforce preferred

Working knowledge of social media within sales context

Must be comfortable in an electronic environment with strong computer skills

Must be able/willing to travel to client facilities throughout the region

Overnight travel may be necessary

Supervisory 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.

Physical Activities And Requirements

Ability to stoop, reach, sit, stand, walk, pull, 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 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.

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