Private Risk Advisor/Producer
Company: BKS Partners Inc.
Location: League City
Posted on: January 12, 2021
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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
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