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Private Client Group Lead

Company: The Buckner Company
Location: West Jordan
Posted on: November 12, 2021

Job Description:

Private Client Group Sales Lead is a member of the Management team and reports directly to the CEO. Private Client Group Sales 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 leader 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
  • Continually improving the customer experience
  • Creating and implementing cross sell opportunities with the firm's current client base
  • Maximizing carrier relationships to best serve our clients and our firm
  • 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
  • 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.
    • 5-10+ years of Insurance and relevant job experience is preferred with similar essential duties
    • Active Utah Property & Casualty license requiredRequired 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 supervisionPhysical: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.

Keywords: The Buckner Company, West Jordan , Private Client Group Lead, Other , West Jordan, Utah

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