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: $75,000 to $90,000, full-time 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. 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

• A company that focuses on work/life balance
• PTO, paid holidays, and flex days for when you are not working
• Stability:
  The insurance industry is essential to society and in constant demand, providing plenty of work
• 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: A culture centering on collaboration and comradeship

This role handles a large book of business and assists new producers in processing new and renewal lines of business while providing customer service to clients as assigned and requested.

• Prefer In‑Office but may 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
• Independently handle renewals by obtaining renewal information, preparing underwriting submissions, creating proposals, and sending to clients or meeting with clients as directed by the client advisor
• Assist individual or multiple client advisors in the production of new business
• Ensure cycling of policies to common expiration dates
• Maintain 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 issuance of certificates of insurance, policy changes, policy checks, and other dues
• Complete coverage analysis and premium allocations as requested by the client
• Meet with underwriters and develop working relationships
• Develop 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

• 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

• Ability to work independently
• Knowledge of major insurance coverages, 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…