Account Manager, Personal Lines

Buckner • Idaho Falls, ID

3d • $54,000 - $65,000

About The Position

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.

Requirements

• High School diploma or equivalent required
• Three to five years of Personal Lines Account Management experience
• Active Idaho Property and Casualty license required; Idaho Life & Health license desired
• 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

Responsibilities

• 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, and 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, and 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

Benefits

• Comprehensive Health Coverage: Medical, Dental, and Vision insurance plans to keep you and your family covered.
• Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives
• Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years.
• Paid Parental Leave: Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
• Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness.
• Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
• Work Life Integration: We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
• Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED