Job Description
Job Description
Position Title: Client Advisor, Trucking & Transportation
Reports To: Chief Sales Officer
Location: Utah Locations
Compensation: Starting at $60,000 with benefits, commissions/renewals, and bonuses
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 also have a lot of fun while getting the job done.
Job Summary:
The Client Advisor is essential for driving growth in our insurance brokerage by meeting sales targets and expanding our client base. This role focuses on identifying new business opportunities within existing clients and target groups, assessing insurance needs, and compiling detailed risk data. The advisor collaborates with account management to market insurance proposals, ensuring client-centered solutions. Expertise in Trucking and Transportation insurance, as well as middle market commercial P&C risks, is vital for closing sales and fostering client relationships through effective communication. Introducing clients to Account Managers and actively resolving claims and service issues are crucial duties. Promoting the agency within the community and staying informed on industry trends through education and training, alongside holding relevant licenses, underpin the advisor's contribution to agency growth. Strong business development, financial evaluation, and time management skills enhance this role, supporting success in achieving monthly targets and maintaining production records.
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 to provide quotes and schedule 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, limits, deductibles, and other pertinent information.
- Work with the 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 the assigned Account Manager.
- Stay informed about all claims and service issues and become involved in their resolution when necessary.
- Participate in renewals, when appropriate, by reviewing the expiration listing with the Account Manager to determine the appropriate action and collect necessary information to prepare renewal submissions.
- Maintain production reports and attend all sales meetings as required.
- Promote the agency and insurance industry in the community.
- Stay informed about industry developments by reviewing trade press and attending insurance carrier training meetings on new products, among other relevant events.
- 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 preferred
- Experience in the Trucking and Transportation 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
- TSR 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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