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Commercial Insurance Account Executive

2 months 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. Headquartered in Salt Lake City, we have evolved from a small team into one of the largest and fastest-growing agencies in the western region, boasting over 200 employees across multiple offices. Our commitment to exceptional client service remains unwavering, guided by our core values:

  • Prioritizing people in every decision
  • Seeking innovative solutions and taking action
  • Embracing transparency and clarity
  • Fostering collaboration and trust

Why Choose Buckner?
  • Emphasis on work/life balance.
  • Generous PTO, paid holidays, and flexible days.
  • Stable industry: The insurance sector is essential and consistently in demand.
  • Company-sponsored Continued Education: We cover costs for insurance-related courses, designations, certifications, and licensing.
  • Exceptional 401K and Benefits: Industry-leading retirement plans alongside comprehensive healthcare, dental, and vision coverage.
  • Positive workplace culture: We value collaboration and camaraderie.

Role Summary

As an Account Manager, you will play a pivotal role in Buckner's mission to deliver outstanding service to our clients. Collaborating closely with Client Advisors, you will manage a portfolio of new and renewal business tailored to client needs.


Key Responsibilities:
  • Market, analyze, and manage a commercial portfolio.
  • Oversee the renewal process, including preparing submissions for marketing, drafting 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.
  • Evaluate and compare quotes, reviewing forms and exclusions for proposals.
  • Maintain precise account records in the agency management system.
  • Exhibit strong communication skills and ensure timely correspondence with clients.
  • Guide the Assistant Account Manager as needed.
  • Support clients during carrier audits.
  • Process endorsements and renewals through effective communication with clients and carriers.
  • Stay informed about market trends, pricing strategies, and industry appetites.
  • Pursue ongoing professional development through CE courses and certifications.
  • Continuously enhance your role 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.
  • Preferred: Bachelor's degree.
  • Experience with Applied EPIC is highly desirable.

Essential 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.
  • Capability to build and maintain relationships with clients and partners.
  • Inquisitive nature.
  • Excellent organizational and time management skills.
  • Proficiency in various software applications, including MS Office Suite and internet-based platforms.

Physical Requirements:

The physical demands of this role include effective verbal communication and active listening. The position requires prolonged periods of sitting and computer use, with occasional lifting of up to 25 pounds. Vision requirements include close and distance vision, color perception, depth perception, and the ability to adjust focus.