Job Details

Insurance Account Manager Featured

  2021-06-22     Buckner Company     960 PIER VIEW DR STE A     50,000 year  

Buckner- Insurance Account Manager

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 customer at the heart of every decision
  • Discovering better solutions and making things happen
  • Acting with openness and clarity
  • Collaborating and trusting each other

Position Summary

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

Essential Duties and Responsibilities:

  • Maintain a large book of accounts including; house, surplus lines and complex commercial accounts
  • Be well-rounded with regard to various lines of coverage and be able to review potential exposures that can be addressed through risk transfer
  • Expand existing accounts by rounding out, up selling, and cross-selling additional insurance products
  • Conduct periodic coverage and risk reviews to ensure the adequacy of the client program designs
  • Process changes and renewals through communication with the insured, insurance companies and producers
  • Order and remarket renewals, quote and prepare proposals and summaries of insurance
  • Submit applications for new business to markets and obtain additional information needed by carriers to provide quotes
  • Prepare renewal proposals from information provided by the producer
  • Document all customer interactions and transactions in the agency management system
  • Develop and train Account Managers and Assistant Account Managers
  • Maintain direct communication with company underwriters
  • Pursue a program for personal and professional development (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
  • Bind renewal policies
  • Provide ongoing service to clients, including but not limited to binders, invoices, endorsements, and certificates
  • Check policies to assure that coverage's and limits are as ordered and that they match agency management system
  • Analyze and compare quotations and reviews forms for proposals
  • Review policy forms to ensure that correct forms are included on the policy
  • Perform in a manner that will prevent errors and omissions
  • Work with clients during audits and educate the client on the audit results
  • Maintain and communicate up-to-date knowledge of market conditions, pricing strategies, market/product options and markets
  • Performs other duties as assigned


Education and Experience:

  • High School diploma or equivalent required
  • College degree preferred
  • 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 Idaho Property and Casualty license preferred

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's 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

Wait – there’s more

  •  A company focus on work/life balance: A beautiful, aesthetically pleasing office space for while you are here – PTO, paid holidays, and flex days for when you are not.
  • Company paid CE: insurance related CE 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 an office culture centering on collaboration and comradery, coming into work has the benefit of being surrounded by wonderful friends and colleagues who not only work hard – but have a lot of fun while getting the job done

Do not contact this company in solicitation of any product or service.

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