Client Advisor, Commercial Lines
The Buckner Company is seeking a Commercial Lines Client Advisor to join their team. This role is designed for recent graduates who are eager to enter a sales-driven position, focusing on selling insurance to new and existing business clients while managing and building a client list.
Responsibilities
- Set and Meet Sales Goals: Work towards the sales goals set in your yearly plan
- Find New Clients: Look for new business opportunities with current clients and targeted groups
- Make Connections: Reach out to potential clients to offer quotes and arrange sales meetings
- Assess Client Needs: Understand what insurance clients need by reviewing their current policies and risks
- Gather Info: Collect detailed information about clients’ risks and previous insurance claims
- Create Insurance Proposals: Develop and present detailed insurance plans including coverage options, limits, and deductibles
- Team Collaboration: Work with account managers to finalize and submit insurance deals to companies
- Meet with Clients: Present insurance proposals and renewal options to clients, explaining details and seeking their business
- Client Introduction: Introduce clients to account managers who will handle service calls
- Resolve Issues: Stay updated on any claims or service problems and help solve issues when needed
- Assist with Renewals: Help with insurance policy renewals by reviewing upcoming expirations and gathering necessary information
- Report and Meet: Track your progress with production reports and attend required sales meetings
- Advocate for the Agency: Promote the agency and the insurance industry within the community
- Stay Informed: Keep up with industry news and attend training to learn about new insurance products
- Additional Tasks: Complete other tasks and projects as assigned by management
Skills
- College degree from a four-year university, or equivalent combination of education and experience
- Active Utah Property and Casualty license required
- 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
- Experience in insurance is preferred
- Experience in commercial (property and casualty) insurance with larger and more complex middle market clients and risks is preferred
- Utah Life & Health license desired
- CIC, CPCU designation preferred
Benefits
- Comprehensive Health Coverage: Medical, Dental, and Vision insurance plans to keep you and your family covered.
- Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives
- Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years.
- Paid Parental Leave: Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
- Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness.
- Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
- Work Life Integration: We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
- Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!
Company Overview