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.ResponsibilitiesSet and Meet Sales Goals: Work towards the sales goals set in your yearly planFind New Clients: Look for new business opportunities with current clients and targeted groupsMake Connections: Reach out to potential clients to offer quotes and arrange sales meetingsAssess Client Needs: Understand what insurance clients need by reviewing their current policies and risksGather Info: Collect detailed information about clients’ risks and previous insurance claimsCreate Insurance Proposals: Develop and present detailed insurance plans including coverage options, limits, and deductiblesTeam Collaboration: Work with account managers to finalize and submit insurance deals to companiesMeet with Clients: Present insurance proposals and renewal options to clients, explaining details and seeking their businessClient Introduction: Introduce clients to account managers who will handle service callsResolve Issues: Stay updated on any claims or service problems and help solve issues when neededAssist with Renewals: Help with insurance policy renewals by reviewing upcoming expirations and gathering necessary informationReport and Meet: Track your progress with production reports and attend required sales meetingsAdvocate for the Agency: Promote the agency and the insurance industry within the communityStay Informed: Keep up with industry news and attend training to learn about new insurance productsAdditional Tasks: Complete other tasks and projects as assigned by managementSkillsCollege degree from a four-year university, or equivalent combination of education and experienceActive Utah Property and Casualty license requiredProven ability to pursue and close salesAbility to establish and develop strong relationships with clients, carriers, trusted business partners, and coworkersBusiness development and financial evaluation skillsGood organizational and time management skillsExperience in insurance is preferredExperience in commercial (property and casualty) insurance with larger and more complex middle market clients and risks is preferredUtah Life & Health license desiredCIC, CPCU designation preferredBenefitsComprehensive 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 incentivesRetirement 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 OverviewA Insurance Company. It was founded in 1936, and is headquartered in Salt Lake City, Utah, USA, with a workforce of 51-200 employees. Its website is http://buckner.com/.



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