The Buckner Company · 2 months ago
Sr. Account Manager, Commercial Lines
Salt Lake City, UT
Full-time
Onsite
Mid, Senior Level
$75K/yr - $90K/yr
5+ years expThe Buckner Company is a family-owned, full-service independent Insurance brokerage headquartered in Salt Lake City. The role involves managing a large book of business, assisting new producers, and providing exceptional customer service to clients while ensuring proper documentation and identifying upsell opportunities.
InsuranceRisk Management
Responsibilities
Prefer In Office but will consider some hybrid depending on responsibilities and workload
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
Qualification
Required
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 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
Preferred
Some knowledge of complex insurance coverage such as E&O, Fiduciary, EPLI, and D&O preferred
Benefits
PTO, paid holidays, and flex days for when you are not
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
Company
The Buckner Company
A Insurance Company.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Terry Buckner
Chairman / CEO
Company data provided by crunchbase