Buckner
Sr. Account Manager, Commercial Lines
This position handles a large book of business and assists New Producers in handling and processing new and renewal lines of business, and provides 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, upselling, 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 Perform other duties as assigned Qualifications: Education and Experience: High School diploma or equivalent required College preferred Five or more years of experience in commercial (property and casualty) insurance, preferably with larger and more complex middle market clients and risks Licenses or Certifications: Active Utah Property and Casualty license required CISR, CIC Other insurance designations preferred (CRM, ARM, or CPCU) Required Job Knowledge and Skills: Knowledge of major insurance coverage, including General Liability, Commercial Automobile, Workers Compensation, Products Liability, Commercial Property, and Umbrella Understand the content and structure of the insurance contract Some knowledge of complex insurance coverages 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 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 Websites 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. What We Offer: Comprehensive Health Coverage: Medical, Dental, and Vision insurance plans to keep you and your family covered. Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives. Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years. Paid Parental Leave: Generous time off for new parents, because growing your family shouldn't mean sacrificing your career. Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness. Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being. Work Life Integration: We believe that success isn't just measured at the officeit's about thriving in all aspects of life. That's why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time. Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!
This position handles a large book of business and assists New Producers in handling and processing new and renewal lines of business, and provides 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, upselling, 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 Perform other duties as assigned Qualifications: Education and Experience: High School diploma or equivalent required College preferred Five or more years of experience in commercial (property and casualty) insurance, preferably with larger and more complex middle market clients and risks Licenses or Certifications: Active Utah Property and Casualty license required CISR, CIC Other insurance designations preferred (CRM, ARM, or CPCU) Required Job Knowledge and Skills: Knowledge of major insurance coverage, including General Liability, Commercial Automobile, Workers Compensation, Products Liability, Commercial Property, and Umbrella Understand the content and structure of the insurance contract Some knowledge of complex insurance coverages 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 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 Websites 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. What We Offer: Comprehensive Health Coverage: Medical, Dental, and Vision insurance plans to keep you and your family covered. Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives. Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years. Paid Parental Leave: Generous time off for new parents, because growing your family shouldn't mean sacrificing your career. Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness. Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being. Work Life Integration: We believe that success isn't just measured at the officeit's about thriving in all aspects of life. That's why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time. Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!