What are the responsibilities and job description for the Account Manager, Personal Lines position at The Buckner Company?
Position Title:Personal Lines Account Manager
Classification:Non- Exempt
Reports To:Personal Lines Team Lead
Hours:Full Time
Location:Cottonwood Heights, UT
Compensation:$54,000 to $63,000, with benefits
Less than 3 years of experience: $22 to $26/hr.
Who We Are What We Do
Founded in 1936, The Buckner Company is a family-owned, full-service independent insurance brokerage headquartered in Salt Lake City. What started as a team of three people has grown into one of the largest and fastest growing agencies in the western region, with over 200 employees in seven offices. Although much has changed, one thing remains constant: Buckner’s dedication to providing phenomenal service to its clients. In helping customers navigate a competitive and confusing industry, Buckner’s knowledgeable and experienced professionals live by these core values:
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.
Essential Duties and Responsibilities:
Education and Experience:
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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Classification:Non- Exempt
Reports To:Personal Lines Team Lead
Hours:Full Time
Location:Cottonwood Heights, UT
Compensation:$54,000 to $63,000, with benefits
Less than 3 years of experience: $22 to $26/hr.
Who We Are What We Do
Founded in 1936, The Buckner Company is a family-owned, full-service independent insurance brokerage headquartered in Salt Lake City. What started as a team of three people has grown into one of the largest and fastest growing agencies in the western region, with over 200 employees in seven offices. Although much has changed, one thing remains constant: Buckner’s dedication to providing phenomenal service to its clients. In helping customers navigate a competitive and confusing industry, Buckner’s knowledgeable and experienced professionals live by these core values:
- Placing the people at the heart of every decision
- Discovering better solutions and making things happen
- Acting with openness and clarity
- Collaborating and trusting each other
- A company focuses on work/life balance
- PTO, paid holidays, and flex days for when you are not
- As stable as they come: The insurance industry is essential to our society and in constant demand. There is work to be done and plenty of it
- Company-paid Continued Education: Insurance-related courses, designations, certifications, and licensing are paid for by Buckner
- Top Notch 401K and Benefits: An industry-leading 401K policy combined with outstanding healthcare, dental, and vision benefits
- Great culture, great people: With a culture centering on collaboration and comradery
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.
Essential Duties and Responsibilities:
- Maintain a book of accounts including; house, surplus lines and Private Client Group accounts
- Be well-rounded 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 program designs 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, market/product options, and markets
- Provide ongoing service to clients, including but not limited to binders, invoices, endorsements, and certificates
- Check policies to assure that coverages and limits are as ordered and that they match agency management system
- Analyze and compare quotations and reviews forms for proposals
- Perform in a manner that will prevent errors and omissions
- Performs other duties as assigned
Education and Experience:
- High School diploma or equivalent required, Bachelor degree preferred 3 years of experience in personal lines insurance, preferably with larger and more complex clients and risks
- Active Utah Personal Lines License
- Insurance designations desired
- Knowledge of major insurance coverages 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 understand and analyze personal lines coverage forms, rating, and policies
- 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
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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Salary : $22 - $26
