Risk Advisor for Hospitality and/or Recreation


Upstate Insurance Agency is seeking an experienced

Risk Advisor for Hospitality and/or Recreation

This opportunity may be perfect for you if you have experience in:

Sales and Customer Service

Hospitality and/or Recreation

Excellent Communication


Responsible for developing and retaining a book of middle market commercial insurance clients. Will work as a specialist in Hospitality/Recreation or Property Services. Expected to be consultative and strategic in approach to the marketplace. Works closely with Sales Management and Commercial Lines Account Executives to develop strategies and to align insurance carriers with those strategies.


  • Build and maintain pipeline of new business prospects sufficient to meet new business objectives
  • Receive, record, and process all client information necessary to prepare application forms for insurance policies
  • Utilize available value-added resources to enhance relationships, increase retention and create referral opportunities
  • Work to meet or exceed annual new business revenue goals.
  • In conjunction with Commercial Lines Leadership, interface with various insurance carriers to ensure products offered to each client best meets client’s needs.
  • Provide consistent, outstanding customer service by anticipating and reacting to customer needs.
  • Adhere to renewal process to include timelines, documentation and developing renewal strategy for each account




  • Bachelor’s Degree or equivalent experience required
  • 6+ years of experience in sales, insurance, business or Hospitality/Recreation Required
  • Valid New York State insurance licenses required, or will obtain within one year.


  • Excellent sales personality – comfortable presenting information, handling objections, closing a sale
  • Solid communication skills, both written and verbal; comfortable communicating with customers, co-workers, management, insurance carriers, and community influencers
  • Proven ability to effectively communicate insurance concepts and information to varied audiences
  • Exceptional listening and problem-solving skills to identify needs and make connections to products or services to meet those needs
  • Ability to independently handle multiple tasks and meet strict deadlines; attention to detail a must
  • Proficient in Microsoft Office Suite: Word, Excel, and Outlook


We offer a pleasant work environment, career development opportunities, competitive compensation, and an exceptional benefits package. This position is located at 103 Main Street Glens Falls, NY

We are an Equal Opportunity Employer. Our employment decisions are made without regard for: race, color, religion, national origin or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status, or any other characteristic protected by law.

Powered By GrowthZone