Personal Lines Account Manager

Buckner•Salt Lake City, UT

22d•$29 - $34•Onsite

About The Position

We are seeking a dynamic and client-focused Account Manager to join our Personal Lines Department. In this role, you will manage a book of personal lines clients, providing exceptional service and tailored insurance solutions while ensuring client satisfaction, retention, and growth.

Requirements

High School diploma or equivalent required
Experience in personal lines insurance, preferably with larger and more complex clients and risks
Active Utah Personal Lines License
Knowledge of insurance coverages and forms including Personal Automobile, Recreational, Inland Marine, Residential Property, Personal Umbrella/Excess Liability, Flood, Earthquake
Understand the content and structure of the insurance contract
Excellent communication skills, including listening, speaking, writing, conflict resolution, and negotiation
Ability to establish and develop strong relationships with clients, carriers, trusted business partners and coworkers
Good organizational and time management skills
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

Bachelor degree preferred
Insurance designations desired- PLIC, AINS

Responsibilities

Maintain a book of accounts including; house, surplus lines and High Net Worth accounts.
Be educated with regard to various lines of coverage and be able to review potential exposures that can be addressed through risk transfer.
Conduct periodic coverage and risk reviews to ensure the adequacy of the client’s coverage. Reviews should include contact and correspondence with client.
Process changes and renewals through communication with the insured and insurance companies.
Order and remarket renewals, quote and prepare proposals and summaries of insurance.
Submit applications for new business to markets and obtain additional information needed by carriers to provide quotes.
Document all customer interactions and transactions in the agency management system.
Maintain and communicate up‑to‑date knowledge of market conditions, pricing strategies and market/product options.
Provide ongoing service to clients, including but not limited to binders, invoices, endorsements, and certificates.
Review policy documents against information in client management system to ensure accuracy.
Accuracy and attention to detail are required in all matters to minimize the risk of errors and omissions.