Commercial Insurance Advisor/Producer
Company: BKS Partners Inc.
Location: Jacksonville
Posted on: January 15, 2021
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Job Description:
Position Summary:The Advisor generates new client relationships
and maintains existing client relationships by identifying and
capturing market opportunities to apply our insurance and risk
management value proposition to support the clients' needs and
passions.Principal Responsibilities:* Presents proposals in a
professional manner, reviewing coverages in detail to ensure
understanding.* Finalizes the sale, coordinates the collection of
deposits or premiums, arranges for binders and certificates, and
briefs the service team on the policy sale.* Meets or exceeds
monthly new business goals.* Develops prospects by becoming
affiliated with community organizations, attending insurance
company partner hosted seminars, building and maintaining
relationships with industry contacts, engaging in networking events
and through referrals from current accounts.* Develops information
and recommendations for prospective clients, presents proposals and
adheres to the organization's policies and procedures for writing a
new account.* Maintains a concern for accuracy, timeliness and
completion when interacting with current and prospective clients,
the organization and insurance company partners to minimize
potential for errors and omissions claims while demonstrating
strong organizational skills with high attention to detail.*
Maintains an understanding and knowledge of insurance industry and
underwriting criteria for Insurance Company Partners represented by
firm to effectively communicate to all involved.* Identifies and
solicits sales prospects from various sources.* Positively
represents the Firm and Insurance Company Partners in the
community.* Performs other functions as assigned by leadership.*
Look for opportunities to improve the organization, business
segment, and processes. Brings issues and discrepancies to
appropriate leadership.Education, Experience, Skills and Abilities
Requirements:* A current Florida 2-20 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 the first 90 days of employment).* Self-starter with the
ability to influence others through effective verbal and written
presentation skills.* Moderate to advanced knowledge of Microsoft
Word and Excel.* Ability to learn appropriate insurance company and
firm software systems.* Demonstrates the organization's core
values, exuding behavior that is aligned with 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 organization.
All requirements may be modified to reasonably accommodate
physically or mentally challenged colleagues.
Keywords: BKS Partners Inc., Jacksonville , Commercial Insurance Advisor/Producer, Other , Jacksonville, Florida
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