Private Client Group Practice Lead - Buckner
Salt Lake City, UT 84121
About the Job
Position Title: Private Client Group Practice Lead
Classification: Exempt
Hours: Full Time (40 hours/week)
Reports To: CEO
Location: Salt Lake Office
Compensation: $80,000 to $105,000 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:
Position Summary
Private Client Group Lead is a member of the Management team and reports directly to the CEO. The Private Client Group Lead is a leader with responsibilities for the top-line growth of the division in addition to building a block of business through individual efforts. This is a strategic leadership role that will include the following:
Essential Duties and Responsibilities:
Education and Experience:
Required Job Skills:
Physical:
Ability to lift 25 lbs.; ability to perform repetitive hand movements such as those required for computer work, and other physical abilities to perform the job responsibilities as detailed above.
Classification: Exempt
Hours: Full Time (40 hours/week)
Reports To: CEO
Location: Salt Lake Office
Compensation: $80,000 to $105,000 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
- 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
Position Summary
Private Client Group Lead is a member of the Management team and reports directly to the CEO. The Private Client Group Lead is a leader with responsibilities for the top-line growth of the division in addition to building a block of business through individual efforts. This is a strategic leadership role that will include the following:
Essential Duties and Responsibilities:
- Structuring and executing a marketing plan designed to drive personal lines opportunities to the firm
- Expected to sell and service new and existing businesses
- Annual reviews, round out monoline accounts and maintain a current book of business
- Oversee new business issuing and delegating to Accounting Manager
- Continually improving the customer experience
- Creating and implementing cross-sell opportunities with the firm’s current client base
- Maximizing carrier relationships to serve our clients and our firm best
- Works with Carriers to obtain the most favorable options for pricing, process, service and quality
- Plan sales campaigns with carriers and prospects to increase sales
- Partner with team lead to develop, train, and mentor account management staff
- Keeps track of new products, changes in rating and services available for all regions.
Education and Experience:
- Bachelor’s Degree, Graduate Degree or equivalent preferred.
- Previous agency owner or management experience preferred
- 10 years of Insurance and relevant job experience is preferred with similar essential duties
- AINS, PLIC, CPCU, CPRIA Certification (high-net focus), API
- Active Utah Property & Casualty license required/ Life & Health preferred
Required Job Skills:
- Ideal candidate will be a creative/high-energy leader with experience in successfully finding and capitalizing on unique opportunities. They will be entrepreneurial by nature and possess strong people and communication skills
- Ability to analyze and operate various software
- Exceptional interpersonal skills: professional, personable, and able to interact effectively with others and to respond appropriately in stressful situations.
- Strong analytical and problem-solving skills
- Computer literacy for correspondence, data entry, e-mail, Internet, spreadsheets, and accessing data from company systems
- Leadership/management experience and qualities
- Must be a self-starter and work well with moderate supervision
Physical:
Ability to lift 25 lbs.; ability to perform repetitive hand movements such as those required for computer work, and other physical abilities to perform the job responsibilities as detailed above.
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Source : Buckner