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The Buckner Company · 3 months ago

Client Advisor, Commercial Lines

Rexburg, ID

Full-time

Onsite

Mid Level

The Buckner Company is a provider of insurance solutions, and they are seeking a Commercial Lines Client Advisor to drive sales and manage client relationships. This role involves prospecting for new business, delivering insurance proposals, and supporting clients with their insurance needs.

InsuranceRisk Management

Responsibilities

Achieve objectives established in 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 proposals of insurance including details of coverage's, 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 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 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 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

Qualification

Commercial insurance knowledgeSales skillsActive Idaho licenseBusiness developmentOrganizational skillsTime managementRelationship building

Required

High School diploma or equivalent required

College degree from a four year university, or equivalent combination of education and experience

Active Idaho 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

Preferred

Experience in commercial (property and casualty) insurance with larger and more complex middle market clients and risks is 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!