Account Manager, Commercial Lines Insurance

The Buckner Company•Denver, CO

7d•Onsite

About The Position

Account Managers support Buckner's mission to provide excellent customer service by working with Client Advisors and delivering service tailored to clients. The role manages a book of new and renewal commercial business, with a primary focus on HOA and Habitational accounts. It is a full-time, in-office position in Denver, Colorado, reporting to the Department Team Leader, with annual compensation of $70,000–$85,000.

Requirements

Active Property and Casualty license.
At least 2 years of Commercial Lines account management experience.
Strong understanding of commercial lines coverages, policies, and insurance contracts.
Experience servicing HOA and/or Habitational accounts.
Strong work ethic, positive attitude, attention to detail, self-motivation, and goal orientation.
Problem-solving mindset and knowledge of major property and casualty coverage types.
Ability to navigate insurance contract content and structure.
Strong communication skills and ability to build relationships with clients, underwriters, business partners, and coworkers.
Ability to understand and analyze commercial lines coverage forms, rating, and policies.
Inquisitive disposition and excellent organizational and time-management skills.
Intermediate to advanced skills with agency software applications, including Microsoft Word, Excel, Outlook, and PowerPoint, as well as the Internet and carrier websites.

Nice To Haves

Strong knowledge of HOA and Habitational risks, coverages, insurance markets, and carrier appetites.
Experience using the Applied EPIC insurance management system.
Four-year college degree.
Industry designations such as CISR, CIC, CRM, or other professional development credentials.

Responsibilities

Market, analyze, and service a commercial book of business.
Manage the renewal process, including preparing submissions for carriers, developing renewal proposals, binding renewal policies, and attending renewal meetings.
Provide service to clients, including binders, invoices, endorsements, and certificates as needed.
Review policies to verify that coverages and limits match what was ordered and recorded in the agency management system, and that the correct policy forms are used.
Analyze and compare quotes, and review forms and exclusions for proposals.
Maintain accurate account files in the agency management system.
Communicate with clients and provide timely correspondence.
Assist in directing the Assistant Account Manager, if applicable.
Assist clients during the carrier audit process.
Process endorsements and renewals by communicating with insureds, carriers, and Client Advisors.
Maintain current knowledge of market conditions, pricing strategies, carrier appetites, and markets.
Pursue further industry knowledge through continuing education courses, designations, certifications, and similar development.
Continue learning and developing in the role to serve clients, coworkers, and The Buckner Company.