CCIG · 1 month ago
Insurance Advisor - Private Client Group
Austin, TX, US
Full-time
Onsite
Mid Level
$65K/yr - $125K/yr
3+ years expCCIG is a company seeking an Insurance Advisor for their Private Client Group. The Insurance Sales Advisor will drive business growth by attracting, advising, and retaining clients while building trust-based relationships and delivering tailored insurance solutions.
Health CareInsurance
Responsibilities
Proactively generate, pursue, and convert new business opportunities within the Private Client Group segment through networking, referrals, and targeted prospecting
Conduct comprehensive needs assessments, present customized insurance solutions, and deliver formal proposals to clients
Build and maintain lasting relationships by providing superior service, ongoing risk management advice, and regular policy reviews
Collaborate with internal account managers, marketing, and carrier partners to secure optimal coverage and pricing for clients
Negotiate with carriers, evaluate quotes, and ensure all policies meet the unique needs and expectations of Private Client Group clients
Develop and implement an individual business plan annually to align with organizational goals
Provide tailored services to meet clients' needs, fostering long-term partnerships and ensuring client satisfaction
Stay current with market trends, product offerings, and regulatory requirements relevant to private client insurance
Represent CCIG professionally at industry events and within the community to enhance the company’s reputation and visibility among Private Client Group prospects
Qualification
Required
Minimum of 3 years in sales, with a proven track record of meeting or exceeding sales targets, preferably in the insurance/financial services industry
Exceptional communication, presentation, and relationship-building skills, both over the phone and in person
Must have or be able to obtain a State of Colorado or State of Texas P&C Insurance License to practice
Strong networking capabilities and a consultative, client-focused approach to sales and relationship-building
Proven ability to prospect, sell, and negotiate insurance solutions to new and existing clients
Proficiency with CRM (Applied Epic) and insurance management software (e.g., Salesforce, HubSpot), and Microsoft Office Suite for client management and reporting
Excellent written and verbal communication for preparing proposals, delivering presentations, and managing client interactions
Ability to prioritize tasks, manage multiple clients, and meet deadlines in a fast-paced environment
Knowledge of the current insurance market, competitors, and emerging trends to effectively advise clients
Benefits
Affordable and comprehensive health insurance with plan options through Cigna, VSP, Delta Dental and Unum.
A strong work life balance, with a 37.5 hour work week and an exciting summer time off program.
A focus on community involvement, wellness for our employees, and continued education; paid volunteer time, gym membership reimbursements, standing desks, paid maternity leave, fresh fruit at the office, and great training programs both internally and externally through CCIG paid courses and designations classes.
Dress for your day office environment.
CCIG has a company culture that can’t be beat with a collaborative, supportive, and fun work environment!
We offer a transparent and competitive compensation structure, including base salary, commission opportunities, and eligibility for partnership consideration.
Our approach fairly recognizes both individual performance and team contributions, with clear criteria for advancement.
Company
CCIG
CCIG is based in Englewood, Colo., and employs a team of over 100 professionals delivering a wide range of business and personal insurance products and services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Rich Hejny
Executive Vice President, Partner
Taylor Rogers
EVP, Partner
Company data provided by crunchbase