Account Manager

Employee Benefits Account Manager

Classification: Non-Exempt |
Reports To: Department Team Leader |
Hours: Full Time |
Location: Ogden, UT |
Compensation: $60,000 to $75,000+ DOE with benefits

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. Buckner’s dedication to providing phenomenal service to its clients remains constant. 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

• 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 office—it’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 is a position assisting Producers in handling and processing new and renewal lines business and providing customer service to clients as assigned and requested.

• Ability to manage a complex book of business comprised of clients that are located in Utah and may be in other surrounding states. Plans may be comprised of various funding methods and sophisticated contract features.
• Ability to support and interact with various Client Advisors of varying experience and client/prospect types.
• Responsible for acting as the primary contact between clients and insurance carriers.
• Responsible for retaining clients through first‑class customer service.
• Ability to create open and clear communication with clients, Client Advisors, and carriers to ensure accurate and timely responses occur between all parties.
• Able to lead client meetings regarding renewals or plan utilization in the absence of the Account Executive and/or Client Advisor. This would be rare.
• Attend client meetings on‑site at their location(s). Set up Virtual Meetings and coordinate participants and slide deck(s) per client’s request.
• Educate and advise clients on Compliance topics. Utilize and handoff to HR Service for complex topics including, but not limited to, ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
• Communicate due dates, timelines, and expectations to clients and Client Advisors.
• Implement new group contracts for existing and new clients.
• Manage renewals, including preparing spreadsheets, bid process, implementation of new plans.
• Prepare Benefit Guides for Open Enrollment. Request all carrier materials, coordinate carrier attendance, etc. Conduct open enrollment meetings.
• Develop employee memos for clients to communicate renewal changes, benefit changes, etc.
• Provide claims resolution and oversight of employer issues such as enrollment and billing issues.
• Develop and maintain excellent carrier relationships.
• Ability to work on additional projects that supports the overall development and advancement of the Employee Benefits team.
• Other duties as assigned.

• Minimu…