Client Advisor, Commercial Lines

Position Title: Commercial Lines Client Advisor

Reports To: Division President

Location: Salt Lake City, Ogden, or Pleasant Grove, UT

Compensation: Starting at $60,000/year with benefits

Who We Are What We Do

Founded in 1936, The Buckner Company is a family-owned, full-service independent insurance brokerage headquartered in Salt Lake City. What started as a team of three people has grown into one of the largest and fastest-growing agencies in the western region, with over 200 employees in seven offices. Although much has changed, one thing remains constant: Buckner’s dedication to providing phenomenal service to its clients. In helping customers navigate a competitive and confusing industry, Buckner’s knowledgeable and experienced professionals live by these core values:

• Placing the people at the heart of every decision
• Discovering better solutions and making things happen
• Acting with openness and clarity
• Collaborating and trusting each other
  
  

Wait – there’s more

• A company that focuses on work/life balance: A beautiful, aesthetically pleasing office space while you are here -- PTO, paid holidays, and flex days for when you are not
• As stable as they come: The insurance industry is essential to our society and in constant demand. There is work to be done and plenty of it
• Company-paid CE: Insurance-related CE courses, designations, certifications, and licensing are paid for by Buckner
• Top Notch 401K and Benefits: An industry-leading 401K policy combined with outstanding healthcare, dental, and vision benefits
• Great culture, great people: With an office culture centering on collaboration and camaraderie, coming into work has the benefit of being surrounded by wonderful friends and colleagues who not only work hard, but have a lot of fun while getting the job done
  
  

Position Summary

This is a sales-oriented position requiring advanced communication skills, a thorough knowledge of insurance products available through our agency. Capable of pursuing and closing sales of new and existing commercial lines accounts and retaining the assigned book of business.

Essential Duties and Responsibilities:

• Achieve objectives established in the annual Client Advisor sales plan
• Prospect for new business from existing clients and identified target groups
• Contact prospects for the purpose of providing a quote and making sales appointments
• Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records
• Collect detailed risk and underwriting information including survey data and loss history
• Develop and deliver formal proposals of insurance including details of coverage's, limits, deductibles and other pertinent information
• Work with Account management service person and/or team to market and complete company submissions and selection of potential markets
• Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business
• Introduce Account Manager to clients and request that service calls be directed to them and forward all service related calls to assigned Account Manager
• Stay informed of all claims or service issues and become involved in resolution when required
• Participate in renewals, when appropriate, by reviewing expiration listing with Account Manager to determine appropriate action and collection of information to prepare renewal submissions
• Maintain production reports and attend all sales meetings as required
• Promote agency and insurance industry in the community
• Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc
• Perform other specific duties and projects as assigned by agency management
  
  

Qualifications:

Education and Experience:

• College degree from a four-year university, or equivalent combination of education and experience
• Experience in insurance is preferred
• Experience in commercial (property and casualty) insurance with larger and more complex middle market clients and risks is preferred
  
  

Licenses or Certifications:

• Active Utah Property and Casualty license required; Utah Life & Health license desired
• CIC, CPCU designation preferred
  
  

Required Job Knowledge and Skills:

• Proven ability to pursue and close sales
• Ability to establish and develop strong relationships with clients, carriers, trusted business partners, and coworkers
• Business development and financial evaluation skills
• Good organizational and time management skills
  
  

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