Job Description
Position Title: Account Manager, Select Business Unit
Reports To: Department Team Leader
Location: Salt Lake
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
Why Buckner?- 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 position is responsible for the Open Enrollment of the renewal process. Placement of new business, processing and servicing new and renewal lines of business and providing customer service to clients as assigned and requested in our Select Business Unit.
Essential Duties and Responsibilities :
- Maintain Relationships and provide excellent customer service.
- Must have de-escalation skills and work with individual client demands.
- Assist in marketing, analysis, and servicing of select commercial insurance businesses per the organization's procedures.
- Ability to rate new and renewal business via carrier online rating systems in a fast-paced environment.
- Analyze and compare quotations and review forms for proposals, utilizing carrier proposals when available.
- File surplus lines filings for surplus lines policies, as requested
- Bind renewal policies, using the agency renewal process, if not an automatic renewal
- Provide ongoing service to clients, including but not limited to invoices, certificates, etc.
- Check policies to ensure that coverage and limits are as ordered and that they match the agency management system
- Review policy forms to ensure that correct forms are included in the policy
- Maintain account files in the agency management system, including incoming and outgoing e-mail correspondence
- Perform in a manner that will prevent errors and omissions
- Communicate the daily work of the Assistant Account Manager to the Team Lead (if applicable)
- Be well-rounded with regard to various lines of coverage and be able to review potential exposures that can be addressed through risk transfer
- Specialize in evaluating risks and consulting on missing coverage to ensure our clients are adequately insured
- Assist in expanding existing accounts by rounding out and cross-selling additional insurance products
- Conduct periodic coverage and risk reviews to ensure the adequacy of the client program designs
- Work with clients during audits and educate the client on the audit results
- Process changes and renewals through communication with the insured, insurance companies, and producers
- Pursue a program for personal and professional experience (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
- Performs other duties as assigned
Qualifications: Education and Experience: - High School diploma or equivalent required
- Three or more years of experience in Health and Life insurance
Licenses or Certifications: - Active Health & Life License required; or accomplished within 30 days of employment.
Required Job Knowledge and Skills: - Knowledge of Medical, Dental, Vision, Life, Long Term Disability (LTD), Short Term Disability (STD).
- Understand the content and structure of the insurance contract.
- Proficient in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook, and PowerPoint; EPIC; as well as the Federally Facilitated Marketplace and Carrier Web Sites.
- 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
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.
Job Tags
Holiday work, Full time, Contract work, Temporary work, Flexible hours,