Client Advisor, Trucking & Transportation
Salt Lake City, UT
Full Time
Experienced
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
What We Offer:
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!
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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