Personal Lines High Net Worth Producer

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.

• 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

• 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)

• 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

Mid-Senior level

Full-time

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Austin, Texas Metropolitan Area 2 days ago