Account Manager, Select Business Unit

3 weeks ago


Salt Lake, Utah, United States Buckner Full time
About the Role

We are seeking a highly skilled and experienced Account Manager to join our Select Business Unit. As an Account Manager, you will be responsible for the placement of new business, processing and servicing of new and renewal lines of business, and providing exceptional customer service to clients.

Key Responsibilities
  • Assist in marketing, analysis, and servicing of select commercial insurance businesses in accordance with procedures outlined by the organization.
  • Ability to rate new and renewal business via carrier online rating systems in a fast-paced environment.
  • Analyze and compare quotations and review forms for proposals; utilizing carrier proposals when available.
  • File surplus lines filings for surplus lines policies, as requested.
  • Bind renewal policies, using the agency renewal process, if not an automatic renewal.
  • Provide ongoing service to clients, including but not limited to binders, invoices, endorsements, certificates, etc.
  • Check policies to ensure that coverage and limits are as ordered and that they match the agency management system.
  • Review policy forms to ensure that correct forms are included in the policy.
  • Maintain account files in the agency management system, including incoming and outgoing e-mail correspondence.
  • Perform in a manner that will prevent errors and omissions.
  • Communicate the daily work of the Assistant Account Manager to the Team Lead (if applicable).
  • Be well-rounded with regard to various lines of coverage and be able to review potential exposures that can be addressed through risk transfer.
  • Specialize in evaluating risks and consulting on missing coverage to ensure our clients are adequately insured.
  • Assist in expanding existing accounts by rounding out and cross-selling additional insurance products.
  • Conduct periodic coverage and risk reviews to ensure the adequacy of the client program designs.
  • Work with clients during audits and educate the client on the audit results.
  • Process changes and renewals through communication with the insured, insurance companies, and producers.
  • Pursue a program for personal and professional experience (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.
Requirements
  • High School diploma or equivalent required.
  • Three or more years of experience in commercial (property and casualty) insurance.
Preferred Qualifications
  • Active Utah Property and Casualty license required; Utah Life & Health license desired.
  • 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 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.


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