Personal Lines High Net Worth Producer
BKCW Insurance, Austin, TX, United States
6 days ago Be among the first 25 applicants
BKCW provides business insurance, employee health & benefits, personal insurance, and private client insurance solutions to organizations and individuals to improve their risk profile. With four offices in Central Texas, we combine the national resources of our carrier partners with our local touch.
As our Private Client Services Advisor on the Sales team, you'll develop relationships with prospective individuals in our community leading to qualified opportunities to recommend solutions to meet individuals' insurance needs. You'll continue to manage the executive-level client relationships while appropriately delegating daily activities to a dedicated account management team. These activities are accomplished by building client relationships and consultative sales skills while utilizing the BKCW/PIVOT/Blueprint sales model and value-added resources.
Key Responsibilities
Actively work to build a profitable book of business utilizing BKCW resources to identify and close qualified prospects, while meeting or exceeding individual sales goals
Actively engage in networking and establishing centers of influence
Participate in ongoing training, education and sales meetings to improve sales skills and enhance industry and product knowledge
Utilize our PIVOT/Blueprint Sales Methodology to more effectively engage with prospects and clients
Coordinate highest levels of client service with the account management team for new business, renewals, mid-year reviews, and claims/experience.
Utilize the CRM system to manage the sales process for prospects and clients
Provide our clients with strong technical advice and risk management consulting services that meet their insurance needs while ensuring compliance with all company polices and regulations
Qualifications
Two+ years' experience and/or training in insurance industry, and exposure to the private client services rating systems
Two+ years managing client relationships including face-to-face client interactions & meetings
Bachelor's degree, preferable in risk management, business or closely related field
Property & casualty license preferred (Required within first month)
Benefits
Comprehensive Health Insurance with Employer Paid Premium and HSA
Company paid Dental, Long-Term Disability, Basic Life Insurance, Telemedicine/Behavioral Health Care Program, Employee Assistance Program
Voluntary Vision, Life Insurance, Short Term Disability, Accident and Critical Illness Insurance
401(k) Matching
Competitive Salary and bonus
Flex Time
Annual, Service, and Referral Bonuses
Paid Education and training with bonuses for industry certifications
Paid day off to volunteer in the community
Higher education scholarships for members and their children
Commission reimbursement for employee's personal insurance through BKCW
Generous Paid Time Off program
13 additional Paid Holidays per year
Company Social and Community Service Events
Family First Organization
Seniority Level Mid-Senior level
Employment Type Full-time
Referrals increase your chances of interviewing at BKCW Insurance by 2x
Austin, Texas Metropolitan Area 2 days ago
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BKCW provides business insurance, employee health & benefits, personal insurance, and private client insurance solutions to organizations and individuals to improve their risk profile. With four offices in Central Texas, we combine the national resources of our carrier partners with our local touch.
As our Private Client Services Advisor on the Sales team, you'll develop relationships with prospective individuals in our community leading to qualified opportunities to recommend solutions to meet individuals' insurance needs. You'll continue to manage the executive-level client relationships while appropriately delegating daily activities to a dedicated account management team. These activities are accomplished by building client relationships and consultative sales skills while utilizing the BKCW/PIVOT/Blueprint sales model and value-added resources.
Key Responsibilities
Actively work to build a profitable book of business utilizing BKCW resources to identify and close qualified prospects, while meeting or exceeding individual sales goals
Actively engage in networking and establishing centers of influence
Participate in ongoing training, education and sales meetings to improve sales skills and enhance industry and product knowledge
Utilize our PIVOT/Blueprint Sales Methodology to more effectively engage with prospects and clients
Coordinate highest levels of client service with the account management team for new business, renewals, mid-year reviews, and claims/experience.
Utilize the CRM system to manage the sales process for prospects and clients
Provide our clients with strong technical advice and risk management consulting services that meet their insurance needs while ensuring compliance with all company polices and regulations
Qualifications
Two+ years' experience and/or training in insurance industry, and exposure to the private client services rating systems
Two+ years managing client relationships including face-to-face client interactions & meetings
Bachelor's degree, preferable in risk management, business or closely related field
Property & casualty license preferred (Required within first month)
Benefits
Comprehensive Health Insurance with Employer Paid Premium and HSA
Company paid Dental, Long-Term Disability, Basic Life Insurance, Telemedicine/Behavioral Health Care Program, Employee Assistance Program
Voluntary Vision, Life Insurance, Short Term Disability, Accident and Critical Illness Insurance
401(k) Matching
Competitive Salary and bonus
Flex Time
Annual, Service, and Referral Bonuses
Paid Education and training with bonuses for industry certifications
Paid day off to volunteer in the community
Higher education scholarships for members and their children
Commission reimbursement for employee's personal insurance through BKCW
Generous Paid Time Off program
13 additional Paid Holidays per year
Company Social and Community Service Events
Family First Organization
Seniority Level Mid-Senior level
Employment Type Full-time
Referrals increase your chances of interviewing at BKCW Insurance by 2x
Austin, Texas Metropolitan Area 2 days ago
#J-18808-Ljbffr