- Property & Casualty License
- Sales Experience
The success of any business relies upon its ability to match opportunities with the right resources ... and most importantly, the right people. BXS Insurance (BXSI) provides Commercial, Employee Benefits, and Personal insurance brokerage and consulting services throughout the United States.
The Commercial Lines Sales Associate position is an excellent growth and career development opportunity. This position reports directly to the Houston President and works closely and collaboratively with our Marketing Team, Service Team and Stewardship Manager to manage our clients' exposure to risk. The sales associate is expected to meet certain activity and production goals, which are set annually, as well as meet and maintain agency service standards.
Primarily, the role of Sales Associate consists of the following:
Responsible for prospecting, soliciting, proposing, and selling new business and for the retention of existing clients.
Evaluate client's and prospect's needs to determine the most appropriate coverages and servies. Collect detailed risk and underwirting information and work with an Account Manager and/or marketing team to market and place business.
Oversee the management of an account, including structuring the insurance program, staying informed of all claims or service issues and become involved in resolution when required, reassessing and modifying the risk management program as appropriate. Provide proactive risk management advice.
Maintain a robus pipeline and enter all prospects into a pipeline management system.
Develop and maintain a profitable book of business.
The ideal candidate has, at a minimum, 1 - 3 years' experience in a sales position with a proven track record of success, a General Lines Agency – Property and Casualty License or the ability to obtain within 6 months. This position requires superior communication and presentation skills, the ability to interact with all levels of internal and external business partners, the ability to utilize computer programs and understand their functionality. In addition, this position requires the ability and willingness to travel, primarily in the Houston area.