What are the responsibilities and job description for the Commercial Insurance Producer position at The Buckner Company?
PositionTitle:CommercialLinesClientAdvisor
ReportsTo:DivisionPresident
Location:Denver,COOffice(GreenwoodVillage)
Compensation:Startat$75,000withbenefits,BonusandCommissionAvailable
WhoWeAre WhatWeDo
Foundedin1936,TheBucknerCompanyisafamily-owned,full-serviceindependentinsurancebrokerageheadquarteredinSaltLakeCity.Whatstartedasateamofthreepeoplehasgrownintooneofthelargestandfastestgrowingagenciesinthewesternregion,withover200employeesinsevenoffices.Althoughmuchhaschanged,onethingremainsconstant:Buckner’sdedicationtoprovidingphenomenalservicetoitsclients.Inhelpingcustomersnavigateacompetitiveandconfusingindustry,Buckner’sknowledgeableandexperiencedprofessionalslivebythesecorevalues:
Thisisasales-orientedpositionrequiringadvancedcommunicationskills,athoroughknowledgeofinsuranceproductsavailablethroughouragency.Capableofpursuingandclosingsalesofnewandexistingcommerciallinesaccountsandretainingassignedbookofthebusiness.
EssentialDutiesandResponsibilities:
EducationandExperience:
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ReportsTo:DivisionPresident
Location:Denver,COOffice(GreenwoodVillage)
Compensation:Startat$75,000withbenefits,BonusandCommissionAvailable
WhoWeAre WhatWeDo
Foundedin1936,TheBucknerCompanyisafamily-owned,full-serviceindependentinsurancebrokerageheadquarteredinSaltLakeCity.Whatstartedasateamofthreepeoplehasgrownintooneofthelargestandfastestgrowingagenciesinthewesternregion,withover200employeesinsevenoffices.Althoughmuchhaschanged,onethingremainsconstant:Buckner’sdedicationtoprovidingphenomenalservicetoitsclients.Inhelpingcustomersnavigateacompetitiveandconfusingindustry,Buckner’sknowledgeableandexperiencedprofessionalslivebythesecorevalues:
- Placingthepeopleattheheartofeverydecision
- Discoveringbettersolutionsandmakingthingshappen
- Actingwithopennessandclarity
- Collaboratingandtrustingeachother
- Acompanyfocusesonwork/lifebalance
- PTO,paidholidays,andflexdaysforwhenyouarenot
- Asstableastheycome:Theinsuranceindustryisessentialtooursocietyandinconstantdemand.Thereisworktobedone,andplentyofit
- Company-paidContinuedEducation:Insurance-relatedcourses,designations,certifications,andlicensingarepaidforbyBuckner
- TopNotch401KandBenefits:Anindustry-leading401Kpolicycombinedwithoutstandinghealthcare,dental,andvisionbenefits
- Greatculture,greatpeople:Withaculturecenteringoncollaborationandcomradery
Thisisasales-orientedpositionrequiringadvancedcommunicationskills,athoroughknowledgeofinsuranceproductsavailablethroughouragency.Capableofpursuingandclosingsalesofnewandexistingcommerciallinesaccountsandretainingassignedbookofthebusiness.
EssentialDutiesandResponsibilities:
- AchieveobjectivesestablishedinannualClientAdvisorsalesplan
- Prospectfornewbusinessfromexistingclientsandidentifiedtargetgroups
- Contactprospectsforthepurposeofprovidingaquoteandmakingsalesappointments
- Surveyprospectstodetermineinsuranceneeds,inspectingcurrentinsurancepolicies,riskmanagementplans,property,productsandrecords
- Collectdetailedriskandunderwritinginformationincludingsurveydataandlosshistory
- Developanddeliverformalproposalsofinsuranceincludingdetailsofcoverage's,limits,deductiblesandotherpertinentinformation
- WorkwithAccountmanagementservicepersonand/orteamtomarketandcompletecompanysubmissionsandselectionofpotentialmarkets
- Conductclientandprospectappointmentscommunicatingproposalsandrenewals,explainingdetailsandcommunicatingdesiretoconductbusiness
- IntroduceAccountManagertoclientsandrequestthatservicecallsbedirectedtothemandforwardallservicerelatedcallstoassignedAccountManager
- Stayinformedofallclaimsorserviceissuesandbecomeinvolvedinresolutionwhenrequired
- Participateinrenewals,whenappropriate,byreviewingexpirationlistingwithAccountManagertodetermineappropriateactionandcollectionofinformationtopreparerenewalsubmissions
- Maintainproductionreportsandattendallsalesmeetingsasrequired
- Promoteagencyandinsuranceindustryinthecommunity
- Keepinformedofindustrydevelopmentsthroughreviewoftradepressandbyattendinginsurancecarriertrainingmeetingsonnewproducts,etc
- Performotherspecificdutiesandprojectsasassignedbyagencymanagement
EducationandExperience:
- Collegedegreefromafour-yearuniversity,orequivalentcombinationofeducationandexperience
- Experienceininsurancepreferred
- Experienceincommercial(propertyandcasualty)insurancewithlargerandmorecomplexmiddlemarketclientsandrisksispreferred
- ActiveColoradoPropertyandCasualtylicenserequired;ColoradoLife&Healthlicensedesired
- CIC,CPCUdesignationpreferred
- Provenabilitytopursueandclosesales
- Abilitytoestablishanddevelopstrongrelationshipswithclients,carriers,trustedbusinesspartnersandcoworkers
- Businessdevelopmentandfinancialevaluationskills
- Goodorganizationalandtimemanagementskills
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Salary : $75,000