Account Assistant, Commercial Lines

Position Title: Assistant Account Manager                    
Classification:  Non-exempt
Reports To:   Department Team Leader                       
Hours: Full Time (40 hours/week)  
Location: Cottonwood Heights, UT
Compensation: $20 to $22/hr., full-time with benefits

What We Offer:
Comprehensive Health Coverage: Medical, Dental, and Vision insurance plans to keep you and your family covered.
Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives
Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years.
Paid Parental Leave: Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness.
Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
Work Life Integration: We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!
Position Summary
This is an entry-level position working to give support and assistance to Account Managers and Producers. 

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

Essential Duties and Responsibilities:
Assist Account Manager and Producer with processing:

• Certificates of Insurance
• Evidence of Insurance
• Auto ID Cards
• Process endorsements
• Prepare and review policies
• Request loss runs from expiration lists
• Enroll accounts in the Agency Management System
• Add the applications to the Marketing Module
• Miscellaneous clerical duties as needed to maintain adequate service to our insured’s, Account Managers & Producers

Qualifications:
Education and Experience:

• Knowledge of or experience in the insurance industry is preferred
• 4-year college degree preferred

Required Job Skills:                                   

• Excellent communication skills, including listening, speaking and writing
• Exceptional interpersonal skills: professional, personable and able to interact effectively with others and to respond appropriately in stressful situation and under deadlines.
• Ability to work well with others in a team environment
• Strong analytical and problem-solving skills
• Computer literacy for correspondence, data entry, e-mail, Internet, spreadsheets and accessing data from company systems.
• Dependability and promptness
• Good organizational and time-management skills
• Must be a self-starter and work well with moderate supervision

Physical:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.