Job Description

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

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

Position Summary
This is a position handles and processes new and renewal personal lines business and provides in-house customer service to clients and producers as assigned and requested.

Salary Range: $50000.00 - $65000.00 per year

Health Insurance

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Weekends Off

401K Plan

Healthcare Spending Account

Team Building Activities

Professional Work Environment

Office Snacks & Coffee

Family Leave

Disability Insurance

• Market new business, determine premiums, prepare and present proposals to clients and maintain underwriting and marketing information by carrier
• Check new and renewal policies for accuracy in rating, typing, coverage's, signatures, and input these transactions to generate billing invoices. File taxes and work with producers on A/R reports
• Analyze and compare new business, renewals, expanding existing accounts by rounding out and cross-selling additional insurance products
• Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the producer only when necessary. Review coverage's with insured to ensure adequacy
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items
• Be familiar with and follow agency E&O guidelines
• Maintain electronic and/or paper files in an orderly, up-to-date manner
• Consult, advise insured's on various lines of coverage to ensure clients are adequately insured
• Develop and maintain relationships with company underwriters
• Attend Pre-renewal meetings
• Performs other duties as assigned

Education and Experience:

• High School diploma or equivalent required
• Three to five years of Personal Lines Account Management experience

Licenses or Certifications:

• Active Utah Property and Casualty license required; Utah Life & Health license desired

Required Job Knowledge and Skills:

• Excellent communication skills, including listening, speaking and writing
• Must be actively pursuing CISR, CIC, CRM, ARM or CPCU
• Ability to establish and develop strong relationships with clients, carriers, trusted business partners and coworkers
• Good organizational and time management skills
• Ability to work well with details
• Proficient in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook and PowerPoint; EPIC; as well as the Internet and Carrier Web Sites

Physical:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

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.