BKCW Insurance ยท 1 month ago
Personal Lines High Net Worth Producer
Austin, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expBKCW Insurance is a provider of various insurance solutions aimed at improving risk profiles for organizations and individuals. As a Private Client Services Advisor, you will develop relationships with prospective clients and manage executive-level client relationships while working with a dedicated account management team to meet insurance needs.
FinanceFinancial Services
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
Qualification
Required
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
Preferred
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
Company
BKCW Insurance
BKCW Insurance is a Texas-based firm that handles employee benefits, property and casualty, and risk management needs for thousands of clients across the United States.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tyler Spears
Managing Partner
Company data provided by crunchbase