Account Manager, Trucking & Transportation

Buckner • Murray, UT

3d • $70,000 - $90,000 • Onsite

About The Position

This is a position assisting Producers in handling and processing new and renewal lines of business and providing customer service to clients as assigned and requested for the Trucking and Transportation Department.

Requirements

• High School diploma or equivalent required
• Three or more years of experience in commercial or transportation (property and casualty) insurance, preferably with larger and more complex middle market clients and risks
• Active Utah Property and Casualty license required; Utah Life & Health license desired
• Knowledge of major insurance coverage's including General Liability, Commercial Automobile, Workers Compensation, Products Liability, Commercial Property, Umbrella
• Understand the content and structure of the insurance contract
• Excellent communication skills, including listening, speaking and writing
• Ability to understand and analyze commercial lines coverage forms, rating and policies
• 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

Nice To Haves

• Some knowledge of complex insurance coverage's such as E&O, Fiduciary, EPLI and D&O preferred

Responsibilities

• Assist in marketing, analysis and servicing of Transportation & Trucking insurance business in accordance with procedures outlined by the organization
• Develop and produce submissions for marketing on renewal account to carriers
• Prepare proposals for renewal policies in accordance with coverage's and limits
• Attend pre-renewal and renewal meetings
• Bind renewal policies
• Provide ongoing service to clients, including but not limited to binders, invoices, endorsements, and certificates
• Check policies to assure that coverage's and limits are as ordered and that they match agency management system
• Analyze and compare quotations and reviews forms for proposals
• Review policy forms to ensure that correct forms are included on the policy
• Maintain account file in agency management system, including incoming and outgoing e-mail correspondence
• Perform in a manner that will prevent errors and omissions
• Communicate the daily work of the Assistant Account Manager (if applicable)
• Be well-rounded with regards to various lines of coverage and be able to review potential exposures that can be addressed through risk transfer
• Specialize in evaluating risks and consulting on missing coverage to ensure our clients are adequately insured
• Assist in expanding existing accounts by rounding out and cross-selling additional insurance products
• Assist in developing a service plan tailored to clients needs and work with producers and others to service clients
• Conduct periodic coverage and risk reviews to ensure the adequacy of the client program designs
• Work with clients during audits and educate the client on the audit results
• Process changes and renewals through communication with the insured, insurance companies and producers
• Pursue a program for personal and professional experience (education classes, seminars, workshops) in combination with individual study programs to expand your knowledge and skills
• Maintain and communicate up-to-date knowledge of market conditions, pricing strategies, market/product options and markets
• 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
• Number of Employees: 101-250 employees