Account Manager, Commercial Lines

Job Description

Job Description

Position Title: Account Manager
Reports To: Department Team Leader
Location: Pleasant Grove Office
Compensation: $65-85k Salary

Position Summary
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.

Essential Duties and 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

Requirements
Education and Experience:
· At least 2 years of P&C account management experience
· Active Utah Producers P&C license
· 4 year college degree preferred
· Experience using Applied EPIC highly preferred

Required Job Knowledge and Skills:
· 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

Physical:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

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