What are the responsibilities and job description for the Sr. Account Manager, Commercial Lines position at The Buckner Company?
Position Title: Senior Account Manager
Classification: Exempt
Reports To: Department Lead
Hours: Full Time
Location: Salt Lake Office
Compensation: Starting at $75,000, with benefits
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:
This is a position handling a large book of business and assisting New Producers in handling and processing new and renewal lines business and providing customer service to clients as assigned and requested.
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: Exempt
Reports To: Department Lead
Hours: Full Time
Location: Salt Lake Office
Compensation: Starting at $75,000, with benefits
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
This is a position handling a large book of business and assisting New Producers in handling and processing new and renewal lines business and providing customer service to clients as assigned and requested.
Essential Duties and Responsibilities:
- Maintain a large book of accounts including; house, surplus lines and complex commercial 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
- Expand existing accounts by rounding out, up selling, and cross-selling additional insurance products
- Conduct periodic coverage and risk reviews to ensure the adequacy of the client program designs
- Process changes and renewals through communication with the insured, insurance companies and producers
- 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
- Prepare renewal proposals from information provided by the producer
- Document all customer interactions and transactions in the agency management system
- Develop and train Account Managers and Assistant Account Managers
- Maintain direct communication with company underwriters
- Pursue a program for personal and professional development (education classes, seminars, workshops) in combination with individual study programs to expand your knowledge and skills
- Maintain and communicate up‑to‑date knowledge of market conditions, pricing strategies, market/product options, and markets
- Bind renewal policies
- Provide ongoing service to clients, including but not limited to binders, invoices, endorsements, and certificates
- Check policies to assure that coverage's and limits are as ordered and that they match agency management system
- Analyze and compare quotations and reviews forms for proposals
- Review policy forms to ensure that correct forms are included on the policy
- Perform in a manner that will prevent errors and omissions
- Work with clients during audits and educate the client on the audit results
- Maintain and communicate up-to-date knowledge of market conditions, pricing strategies, market/product options and markets
- Performs other duties as assigned
Education and Experience:
- 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; Utah Life & Health license desired
- 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
- Some knowledge of complex insurance coverage's such as E&O, Fiduciary, EPLI and D&O preferred
- Commercial Property, Umbrella , 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
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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