Sr. Account Manager, Commercial Lines

Position Title: Senior Account Manager, Commercial Lines
Classification:  Exempt 
Reports To:   Department Lead
Hours: Full-Time         
Location: Salt Lake Office
Compensation: $65,000 to $80,000, full-time 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 stable, competitive, and complex 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

What you'll love about The Buckner Co.

• 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

Position Summary
This is a position handling a large book of business and assisting New Producers in handling and processing new and renewal lines of business and providing customer service to clients as assigned and requested.  

Essential Duties and 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.

Qualifications:
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

Licenses or Certifications:

• Active Utah Property and Casualty license required; Utah Life & Health license desired

Required Job Knowledge and Skills:                    

• 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

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 the ability to adjust focus.