Insurance Consultant IV

: Req ID: 73206 Location: Scottsdale -SCOTT Areas of Interest: Insurance Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

Bonus Type

Formula Based

Summary

You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as an Insurance Consultant. You'll be positioned for a great career!

The Insurance Consultant IV is primarily responsible for offering insights, perspectives, advice and connection opportunities to their prospects, centers of influence, and clients. They play a key role in assisting clients with making more informed and better decisions that improve their business performance in terms of operations, employee stability through benefits and wellness programs, risk management and multi-year strategy development.

Team Culture

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

How You'll Spend Your Time

• You will develop new business and pursue defined target markets by initiating daily business development activities and creating prospect lists that result in qualified prospects that become clients of BOK Financial Insurance. This includes, but is not limited to, pursuing leads, community activities, referrals, “cold calls”, strategic social media activities, smart networking, arranging webinars, conducting conference calls, developing centers of influence (COI), cross-selling with other divisions, special events, and coordinating meetings. You are a strategic contact for new relationships and serve to institutionalize those relationships across all divisions, when appropriate.

• You will develop strategies and recommendations for prospects. Seek to detect opportunities and investigate ways to improve client decision-making, assess the pros and cons of possible strategies, make recommendations for improvement, and implement agreed solutions and services.
• You will obtain and follow up on information concerning underwriting, claims, etc., as requested by the operations team. You will conduct due diligence-like activities to gain an understanding of the client's business and how the services proposed will integrate.
• You will gather census and policy data, financials, and other business information. You will prepare, submit, and present written proposals with regard to terms, conditions, costs, retentions, addendums, and exclusions. Adhere to policies, procedures, and service level agreements and timelines.
• You will remain current in your area of expertise, including: current market dynamics, competition, pricing, legislation, compliance, carrier capabilities and appetites, and overall business acumen.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor's Degree in Business or related field of study and 6 years of directly related experience in insurance.

Working Conditions & Physical Requirements

Office BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact [email protected] with any questions.