Client Advisor, Trucking & Transportation

Position Title: Client Advisor, Trucking & Transportation

Reports To: Chief Sales Officer

Location: Pleasant Grove or Salt Lake City, UT

Compensation: $60,000 to $90,000 full-time with benefits

Join Our Growing Team as a Client Advisor in the Trucking & Transportation Department!

Are you an experienced Insurance Broker Sales Professional with a passion for building strong client relationships? Do you want to leverage your skills and expertise to make a meaningful impact in the thriving trucking and transportation industry? If so, we want YOU to join our dynamic team as a Client Advisor!

Why Choose Us?

At Buckner, we specialize in providing cutting-edge insurance solutions to the trucking and transportation industry, an essential and rapidly growing sector. As a trusted leader in the industry, we offer you the opportunity to work with a diverse portfolio of clients, from small businesses to large fleet owners, and help them navigate their unique insurance needs.

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 insurance proposals, including details of coverage, 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, communicate proposals and renewals, explain details, and communicate adesire to conduct business
• Introduce the Account Manager to clients and request that service calls be directed to them and forward all service-related calls to theassigned 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 the 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 universityor equivalent combination of education and experience preferred
• Experience in Trucking and Transportation insurance preferred
• Experience in commercial (property and casualty) insurance with larger and more complex middle-market clients and risks is preferred
  
  

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