Account Manager, Personal Lines - Buckner
Rexburg, ID 83440
About the Job
Position Title: Personal Lines Account Manager
Classification: Non-Exempt
Reports To: Department Team Leader
Hours: Full-Time
Location: Rexburg – Fall River Office
Compensation: $60,000 to $75,000 DOE 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 competitive and confusing industry, Buckner’s knowledgeable and experienced professionals live by these core values:
Why Buckner?
Position Summary
This is a position handles and processes new and renewal personal lines business and provides in-house customer service to clients and producers as assigned and requested.
Essential Duties and Responsibilities:
Qualifications:
Education and Experience:
Licenses or Certifications:
Required Job Knowledge and Skills:
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.
Classification: Non-Exempt
Reports To: Department Team Leader
Hours: Full-Time
Location: Rexburg – Fall River Office
Compensation: $60,000 to $75,000 DOE 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 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 is a position handles and processes new and renewal personal lines business and provides in-house customer service to clients and producers as assigned and requested.
Essential Duties and Responsibilities:
- Market new business, determine premiums, prepare and present proposals to clients, and maintain underwriting and marketing information by carrier
- Check new and renewal policies for accuracy in rating, typing, coverage, and signatures, and input these transactions to generate billing invoices. File taxes and work with producers on A/R reports
- Analyze and compare new business, renewals, and expanding existing accounts by rounding out and cross-selling additional insurance products
- Receive phone calls from clients and companies regarding insurance, claims, or administrative problems, and comply with the request and/or refer to the producer only when necessary. Review coverage’s with insured to ensure adequacy
- Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items
- Be familiar with and follow agency E&O guidelines
- Maintain electronic and/or paper files in an orderly, up-to-date manner
- Consult, advise insured’s on various lines of coverage to ensure clients are adequately insured
- Develop and maintain relationships with company underwriters
- Attend Pre-renewal meetings
- Performs other duties as assigned
Qualifications:
Education and Experience:
- High School diploma or equivalent required
- Three to five years of Personal Lines Account Management experience
Licenses or Certifications:
- Active Utah Property and Casualty license required; Utah Life & Health license desired
Required Job Knowledge and Skills:
- Excellent communication skills, including listening, speaking and writing
- 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 ability to adjust focus.
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Source : Buckner