Corporate Insurance Account Manager

2 weeks ago

Idaho Falls, Idaho, United States Buckner Full time
Job Overview

Position Title: Account Manager
Reports To: Department Team Leader
Compensation: $58,000 to $70,000 DOE with benefits


About Us

Established in 1936, The Buckner Company is a family-owned, comprehensive independent insurance brokerage. Our headquarters are located in Salt Lake City, and we have expanded to become one of the largest and rapidly growing agencies in the western region, employing over 200 professionals across multiple offices. Our commitment to delivering exceptional service to our clients remains unwavering. Our team of knowledgeable experts adheres to core values that prioritize:

  • Placing individuals at the center of every decision
  • Identifying superior solutions and driving results
  • Maintaining transparency and clarity
  • Fostering collaboration and trust

Why Choose Buckner?
  • We emphasize a healthy work/life balance.
  • Generous PTO, paid holidays, and flexible days off.
  • Our industry is stable and in constant demand, ensuring ample work opportunities.
  • We cover the costs for continued education, including insurance-related courses, designations, certifications, and licensing.
  • We offer an exceptional 401K plan along with comprehensive healthcare, dental, and vision benefits.
  • Our culture promotes collaboration and camaraderie among team members.

Role Summary

As an Account Manager, you will play a crucial role in Buckner's mission to deliver outstanding customer service. You will collaborate closely with our Client Advisors and provide tailored service to manage a portfolio of new and renewal business.


Key Responsibilities:
  • Market, assess, and manage a commercial portfolio.
  • Oversee the renewal process, including preparing submissions for marketing, crafting proposals, binding policies, and participating in renewal discussions.
  • Deliver exceptional service to clients.
  • Review policies to ensure accuracy in coverage, limits, and compliance with agency standards.
  • Provide clients with necessary documentation such as binders, invoices, endorsements, and certificates.
  • Analyze and compare quotes, reviewing forms and exclusions for proposals.
  • Maintain accurate records in the agency management system.
  • Exhibit strong communication skills and ensure timely correspondence with clients.
  • Guide the Assistant Account Manager when applicable.
  • Support clients during carrier audits.
  • Process endorsements and renewals through effective communication with clients and carriers.
  • Stay informed about market trends, pricing strategies, and insurance appetites.
  • Pursue ongoing professional development through continuing education courses and certifications.
  • Continuously enhance your skills to better serve clients, colleagues, and The Buckner Company.

Qualifications:
  • Minimum of 2 years of experience in P&C account management.
  • Active P&C license in Idaho.
  • A four-year college degree is preferred.
  • Experience with Applied EPIC is highly desirable.

Required Skills:
  • Positive attitude and strong work ethic.
  • Detail-oriented, self-motivated, and goal-oriented.
  • Problem-solving capabilities.
  • Understanding of major P&C coverage types.
  • Ability to interpret and navigate insurance contracts.
  • Strong communication skills.
  • Ability to analyze commercial lines coverage forms and policies.
  • Capacity to build and maintain relationships with clients and partners.
  • Inquisitive nature.
  • Excellent organizational and time management skills.
  • Proficiency in various software applications, including MS Word, Excel, Outlook, and PowerPoint.

Physical Requirements:

This role requires effective verbal communication and active listening. The employee must be able to sit for extended periods, often in front of a computer, and occasionally lift 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.

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