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 + Commission, full-time with benefits
 

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

Why Buckner?

• A company focuses on work/life balance.
• 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 Continued Education: Insurance-related 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 a culture centering on collaboration and comradery

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 a desire 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 the assigned 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 university or equivalent combination of education and experience preferred
• Experience in Trucking and Transportation insurance preferred
• Experience in commercial (property & casualty) insurance with larger and more complex middle-market clients and risks is preferred