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:

• People + Focus: Placing the people at the heart of every decision
• Open + Fair: Discovering better solutions and making things happen
• Performance + Drive: Acting with openness and clarity
• Team + Value: Collaborating and trusting each other

Position Summary

The focus of the Buckner Employee Benefits team is to assist employers of all sizes and industries in the implementation and management of a comprehensive, customized, data-driven benefits package that will help employers attract and retain talent. The Client Advisor position is a hunter role, requiring thorough knowledge and experience of the sales process, from prospecting to closing. Solid communication and interpersonal skills, building and nurturing trust and business relationships with clients and partners. Comfortable in overcoming sales objections. Detailed knowledge of employee benefits products and various underwriting methodologies. The ideal candidate is eager and capable of pursuing and closing sales opportunities and retaining assigned books of business.

Salary Range: $60,000.00 - $100,000.00 per year

Benefits

What you'll love about The Buckner Co.

• A company emphasis for a work-life balance
• Paid time off, paid holidays, and paid flex days
• As stable as they come: The insurance industry is essential to our society and in constant demand
• Company paid Continued Education Policy: 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, vision benefits, and health and wellness programs
• Great culture, great people: With a culture centering on collaboration and comradery

Qualifications:

Education and Experience:

• College degree from a four-year college/university, or equivalent combination of education and experience. Master’s degree preferred.
• Experience in employee benefits (accident & health and life) insurance with mid to large-market clients is preferred.

Licenses or Certifications:

• Active Utah Accident & Health and Life Insurance license required or must be obtained within 90 days after start of employment.

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.
• Ability and knowledge to work in Salesforce.

Essential Duties and Responsibilities:

• Achieve or exceed annual sales and retention goals.
• Prospect for new business, utilizing the industry’s best practices to build and maintain a solid sales pipeline.
• Learn and understand Buckner’s product portfolio.
• Partner internally and externally to successfully cross-sell various insurance products.
• Collect and analyze relevant market and industry intelligence.
• Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, employee benefit products and records.
• Develop and maintain strong carrier and partner relationships.
• Collect and analyze detailed risk and underwriting information including survey data and loss history.
• Develop and deliver formal proposals, including coverage details, limits, deductibles, and other pertinent information.
• Work with the Account Management team to resolve any service escalations.
• Stay informed of all claims or service issues and become involved in resolution when required.
• Participate in renewals with Account Managers 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 marketing and networking events and continued education opportunities.
• Perform other specific duties and projects as assigned by the leadership team.

Buckner is a third-generation, family-owned business led by President and CEO Terry H. Buckner. Terry's grandfather, Elmer Ray founded the firm in 1936 during the Great Depression. The company was built on putting customer service ahead of profits and the tradition of placing the customer at the heart of every decision continues today. Customer service is just one reason Buckner has a client retention rate of 92%.  Building a team of knowledgeable and experienced professionals has enabled Buckner to pursue a lofty mission: to provide the best customer experience by delivering outstanding service, exceptional value, and continual innovation.

Elmer Ray Buckner used to carry customer policies in his briefcase. Today, Buckner serves thousands of customers from coast to coast and overseas with the same personal attention to detail the company was founded on more than 86 years ago.

Headquartered in Salt Lake City, Buckner has seven offices in three states: Utah, Idaho, and Colorado. Growing from their founding team of three employees to more than 200 employed today, the agency is one of the largest and fastest-growing in the western region. The full-service brokerage provides insurance, employee benefits, bonds and risk management. Buckner is a Top 100 Independent Property & Casualty Agency and has been listed as one of the fastest growing private companies in America.