Private Risk Advisor/Producer

Company: BKS Partners Inc.
Location: League City
Posted on: January 12, 2021

Job Description:

Position Summary:The Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, service team, insurance company partners and centers of influence, while identifying and soliciting sales prospects.Principal Responsibilities:* Gathers information and develops recommendations for prospective clients, presents proposals in a professional manner by reviewing coverages in detail to ensure understanding, while adhering to firm policies and procedures.* Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.* Finalizes the sale, coordinates collection of deposits, arranges for binders and certificates, and briefs the service team on the policy sale.* Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.* Creates informative insurance articles and journals for external publishing, if desired.* Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.* Maintains an understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.* Expected to meet monthly new business goals.* Positively represents the firm and our insurance company partners in the community.* Performs other functions as assigned by leadership.* Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.Education, Experience, Skills and Abilities Requirements:* Current Property & Casualty License, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions or be willing and able to obtain all required licenses within their first 90 days of employment.* Intermediate to advanced knowledge of Microsoft Word and Excel.* Ability to learn appropriate insurance company and firm software systems.* Self-starter with the ability to influence others through effective verbal and written presentation skills.* Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture.Special Working Conditions:Fast paced, multi-tasking environment.Travel as required.Important Notice:This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.

Keywords: BKS Partners Inc., League City , Private Risk Advisor/Producer, Other , League City, Texas