What are the responsibilities and job description for the Account Manager, Commercial Lines position at The Buckner Company?
Job Description
Position Summary
Account Managers play an essential role in Buckner’s mission to provide the best customer service to its clients. Working hand-in-hand with our agency’s Client Advisors and providing service specifically tailored to your clients, you will manage a book of new and renewal
business.
Benefits
What you'll love about The Buckner Co.
- A company emphasis for a work-life balance
- Paid time off, paid holidays, and paid flex days
- As stable as they come: The insurance industry is essential to our society and in constant demand
- Company paid Continued Education Policy: 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, vision benefits and health and wellness programs
- Great culture, great people: With a culture centering on collaboration and comradery
Responsibilities
- Market, analyze and service a commercial book of business
- Handle the renewal process by producing submissions for marketing on renewal accounts to carriers, preparing proposals for renewal policies, binding renewal policies and attending renewal meetings
- Provide phenomenal service to your clients
- Review and check policies to assure that coverages and limits are as ordered, that they match agency management system and the correct policy forms are used
- Service clients by providing binders, invoices, endorsements, and certificates as needed
- Analyze and compare quotes and review forms and exclusions for proposals
- Maintain an accurate account file in agency management system
- Exhibit excellent communication skills and provide timely correspondence to clients.
- Assist in the direction of the Assistant Account Manager (if applicable)
- Assist clients during the carrier audit process
- Process endorsements and renewals by communicating with the insured, carriers and client advisors
- Maintain current knowledge of market conditions, pricing strategies, appetites and markets
- Actively pursue and further industry knowledge through CE courses, designations, certifications, etc.
- Continually learn, grow, and expound upon your role to best serve the needs of your clients, coworkers, and The Buckner Company
Requirements
Education and Experience:
- At least 2 years of Property & Casualty account management experience
- Active Idaho Property & Casualty license
- 4 year college degree preferred
- Experience using Applied EPIC preferred
Required Job Knowledge and Skills:
- Great attitude
- Strong work ethic
- Detail oriented, self-motivated and goal driven
- Problem solving mindset
- Knowledge of major P&C coverage types
- The ability to navigate the content and structure of the insurance contract
- Ability to communicate well
- Ability to understand and analyze commercial lines coverage forms, rating and policies
- Ability to establish and develop strong relationships with clients, underwriters, business partners and coworkers
- Naturally inquisitive disposition
- Excellent organizational and time management skills
- Intermediate to advanced skill in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook and PowerPoint; as well as the Internet and Carrier Web Sites
Salary : $45,000 - $70,000