Account Manager, Commercial Lines

Buckner•Pleasant Grove, UT

8d•$65 - $85•Onsite

About The Position

Account Managers play an essential role in Buckner’s mission to provide the best customer service to its clients. Working hand-in-hand with our agency’s Client Advisors and providing service specifically tailored to your clients, you will manage a book of new and renewal business.

Requirements

At least 2 years of P&C account management experience
Active Utah Producers P&C license
Great attitude
Strong work ethic
Detail oriented, self-motivated and goal driven
Problem solving mindset
Knowledge of major P&C coverage types
The ability to navigate the content and structure of the insurance contract
Ability to communicate well
Ability to understand and analyze commercial lines coverage forms, rating and policies
Ability to establish and develop strong relationships with clients, underwriters, business partners and coworkers
Naturally inquisitive disposition
Excellent organizational and time management skills
Intermediate to advanced skill in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook and PowerPoint; as well as the Internet and Carrier Web Sites

Nice To Haves

4 year college degree preferred
Experience using Applied EPIC highly preferred

Responsibilities

Market, analyze and service a commercial book of business
Handle the renewal process by producing submissions for marketing on renewal accounts to carriers, preparing proposals for renewal policies, binding renewal policies and attending renewal meetings
Provide phenomenal service to your clients
Review and check policies to assure that coverages and limits are as ordered, that they match the agency management system, and the correct policy forms are used
Service clients by providing binders, invoices, endorsements, and certificates as needed
Analyze and compare quotes and review forms and exclusions for proposals
Maintain an accurate account file in the agency management system
Exhibit excellent communication skills and provide timely correspondence to clients.
Assist in the direction of the Assistant Account Manager (if applicable)
Assist clients during the carrier audit process
Process endorsements and renewals by communicating with the insured, carriers, and client advisors
Maintain current knowledge of market conditions, pricing strategies, appetites, and markets
Actively pursue and further industry knowledge through CE courses, designations, certifications, etc.
Continually learn, grow, and expound upon your role to best serve the needs of your clients, coworkers, and The Buckner Company