Insurance Risk Advisor

Abbie Davis Tanner Agency, Inc.

Insurance Risk Advisor

Denver, CO
Full Time
Paid
  • Responsibilities

    Benefits:

    License reimbursement

    401(k) matching

    Bonus based on performance

    Competitive salary

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Paid time off

    Training & development

    Vision insurance

    Position Overview:

    Are you someone who enjoys building relationships, solving problems, and helping people protect what matters most? At the Abbie Davis Tanner Agency, we're looking for a motivated Risk Advisor to help individuals, families, and businesses find insurance solutions that fit their unique needs.

    This is a relationship-driven sales role where you'll educate clients, uncover opportunities, and create customized insurance programs from over 100 top-rated carriers. If you're competitive, coachable, and enjoy making a difference while building a rewarding career, we'd love to meet you.

    Responsibilities:

    Build relationships with prospective and existing clients through phone, email, and virtual communication

    Identify customer needs and recommend appropriate insurance solutions

    Prepare quotes across multiple carriers and explain coverage options clearly

    Follow up on leads and maintain an organized sales pipeline

    Conduct policy reviews to identify opportunities for additional protection

    Educate clients on coverage options and answer insurance-related questions

    Collaborate with team members to deliver an outstanding customer experience

    Maintain accurate client records and documentation

    Qualifications:

    Sales, customer service, or relationship-building experience preferred

    Strong communication and active listening skills

    Self-motivated with a goal-oriented mindset

    Organized and able to manage multiple priorities

    Comfortable learning new systems and technology

    Property & Casualty license preferred (or willingness to obtain—we'll help!)

    About our Agency:

    At the Abbie Davis Tanner Agency, we believe insurance is about more than policies—it's about protecting people, building relationships, and making a positive impact in the communities we serve. Guided by our core values of integrity, service, compassion, and our "Be a Good Human" mindset, we are passionate about helping clients feel confident and supported through every stage of life.

    Our team works with over 100 carriers and serves clients across 25+ states, giving team members the opportunity to provide personalized solutions while continuing to grow their knowledge and skills in a fast-paced, relationship-focused environment.

    We are proud to foster a workplace where people from all backgrounds and experiences feel welcomed, supported, and empowered to succeed. We value work-life balance, professional growth, and creating an environment where hard work and ambition are recognized and rewarded.

    Our team members enjoy competitive benefits including health, dental, and vision insurance, a 401(k) with a 6% match, licensing reimbursement, bonus opportunities, and a culture that genuinely supports both personal and professional development.