Sr. Account Manager, Commercial Lines

Buckner•Murray, UT

9h•$75,000 - $90,000•Hybrid

About The Position

This is a position handling a large book of business and assisting New Producers in handling and processing new and renewal lines of business and providing customer service to clients as assigned and requested.

Requirements

High School diploma or equivalent required
Five or more years of experience in commercial (property and casualty) insurance, preferably with larger and more complex middle-market clients and risks
Active Utah Property and Casualty license required
Able to work independently
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

Utah Life & Health license desired
Some knowledge of complex insurance coverage such as E&O, Fiduciary, EPLI, and D&O preferred

Responsibilities

Handle and maintain a $500,000 - $1,000,000 revenue book of business with individual or multiple client advisors. Salary is commensurate with book size.
Ability to independently handle renewals by obtaining renewal information, preparing underwriting submissions, preparing proposals, and sending to clients and/or meeting with clients as directed by client advisor.
Assist individual or multiple client advisors in the production of new business.
Ensure cycling of policies to common expiration date.
Responsibility for the maintenance of proper documentation in EPIC (Agency Management System).
Prepare and maintain client information workbooks.
Identify areas of upsell or cross-sell opportunities.
Coordinate day-to-day service needs of clients including the issuance of certificates of insurance, policy changes, policy checking, and other dues.
Complete coverage analysis and premium allocations as requested by the client.
Meet with underwriters and develop working relationships.
Developing coverage knowledge.
Proficient in Excel and Word.
Good time management skills.
Assist with training of other account managers or account assistants.
May also have team lead responsibilities.

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!

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