Overview

CUI is the fastest-growing agency in Salt Lake City, providing support and benefits that top the nation’s programs. We're looking for individuals with a growth mindset, viewing this as a starting point to further develop alongside CUI in the years ahead.

General Description:

We are seeking a licensed Commercial Account Manager with experience in Property & Casualty (P&C). This individual will be responsible for maintaining and nurturing client relationships in line with agency standards and processing designated commercial lines tasks using Applied Systems EPIC.

Incentives: Hybrid work options, team-based atmosphere, above national average raises, and yearly bonuses.

Responsibilities:

• Handle day-to-day service requirements of assigned clients
• Quoting and binding commercial insurance policies
• Communicating effectively with underwriters, marketing reps and clients
• Support producers with new and renewal business
• Initiate and conduct renewal meetings with assigned Producer(s)
• Review and negotiate renewal quote terms; prepare renewal submissions
• Prepare proposals
• Review Loss Runs
• Round out existing client accounts
• Review audits; handle problem audits with clients and/or carriers
• Perform online rating for renewals and endorsements to existing policies
• Process endorsement requests with carrier and/or client as required
• Review endorsements prior to transmittal to client as needed
• Invoice agency bill policies, endorsements, and audits
• Policy checking and delivery
• Review Summaries of Insurance as needed
• Enter Activity records for all actions and/or communication performed on Client Files in management system
• Review Certificates of Insurance/Evidences as needed
• Accompany Producer to client meetings, as required
• Utilize technical tools such as Indio, CSR24, Zywave, DocuSign, and Reference Connect as needed
• Assist in training and coaching other staff when needed/requested
• Performs other related duties as required and assigned

Knowledge, Skills, and Abilities:

• Property and Casualty Utah resident insurance license required
• Minimum of 5 years of Property & Casualty Commercial insurance experience required
• Familiarity with and understanding of Property & Casualty Insurance coverage lines including Property, Liability, Auto, Workers Compensation, and Excess/Umbrella
• Professionalism in appearance, communication, and treatment of others
• CISR or CIC designation (desired)
• Strong communication skills
• Problem-solving skills
• Strong proficiency in technology, including Microsoft Office products (Word, Excel, PowerPoint)
• Commitment to company shared values
• Capable of learning new software quickly
• Comfortable with internet-based programs
• Able to work in a fast-paced, team environment

Why CUI?

We are a third-generation family-owned business with a passion for our incredible office culture. CUI is the fastest growing independent insurance agency in Salt Lake City and was recognized by the Salt Lake Tribune as a 2023 Leader in Workplace Culture. We have a full-time performance and wellness coach on staff that works with all employees to help each person reach their full potential – inside and outside of the office.

Our Mission: We take pride in building long lasting relationships by offering exceptional service, delivering insurance solutions to businesses and families to protect their assets, and provide overall peace of mind.

Our Vision: To be the premier insurance agency, while cultivating personal growth and developing a forward-thinking culture for the future.”

We are committed to our core values – which are: Teamwork, Integrity, Consistency, Respect, Gratitude, Growtential, and Accountability.

We also offer:

• A competitive base salary with an annual performance-based bonus
• Generous PTO package
• Health benefit options with you in mind; affordable medical plan with open network options.
• HSA, Vision, and Dental benefits.
• Company paid short-term disability and long-term disability coverage
• 401(k) retirement plan with company matching

Please send resumes and references to edlaine@cuiagency.com