Sr. Account Manager, Commercial Lines
Salt Lake City, UT
Full Time
Experienced
Position Title: Sr. Account Manager, Commercial Lines
Classification: Exempt
Reports To: Department Lead
Hours: Full Time
Location: Salt Lake Office
Compensation: Starting at $75,000 to $90,000, with benefits
Competitive Compensation with Revenue Share
At Buckner, we believe that your contributions to the book of business should directly impact your earnings. That’s why we’ve introduced a progressive compensation model designed to reward team members not just for increasing the book of business they handle, but for making smart operational decisions and stepping up when it matters most.
Our revenue share model offers:
Position Summary
This is a position handling a large book of business and assisting New Producers in handling and processing new and renewal lines of business, and providing customer service to clients as assigned and requested.
Essential Duties and Responsibilities:
Qualifications:
Education and Experience:
Licenses or Certifications:
Required Job Knowledge and Skills:
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.
Classification: Exempt
Reports To: Department Lead
Hours: Full Time
Location: Salt Lake Office
Compensation: Starting at $75,000 to $90,000, with benefits
Competitive Compensation with Revenue Share
At Buckner, we believe that your contributions to the book of business should directly impact your earnings. That’s why we’ve introduced a progressive compensation model designed to reward team members not just for increasing the book of business they handle, but for making smart operational decisions and stepping up when it matters most.
Our revenue share model offers:
- Quarterly Revenue Sharing: Earn a share of the team’s profitability, recalculated quarterly based on the revenue you handle
- Team Support Incentives: Step up during staffing transitions and get rewarded with temporary earnings boosts for going above and beyond.
- Structured Salary Ranges: Maintain a stable base aligned with your role and our Career Progression Model—focused on developing well-rounded professionals, not just those with the largest book.
- Aligned Goals: Our profitability targets are based on industry best practices, ensuring realistic, team-driven objectives.
Position Summary
This is a position handling a large book of business and assisting New Producers in handling and processing new and renewal lines of business, and providing customer service to clients as assigned and requested.
Essential Duties and Responsibilities:
- Maintain a large book of accounts, including house, surplus lines, and complex commercial accounts
- Be well-rounded with regard to various lines of coverage and be able to review potential exposures that can be addressed through risk transfer
- Expand existing accounts by rounding out, upselling, and cross-selling additional insurance products
- Conduct periodic coverage and risk reviews to ensure the adequacy of the client program designs
- Process changes and renewals through communication with the insured, insurance companies, and producers
- Order and remarket renewals, quote and prepare proposals and summaries of insurance
- Submit applications for new business to markets and obtain additional information needed by carriers to provide quotes
- Prepare renewal proposals from information provided by the producer
- Document all customer interactions and transactions in the agency management system
- Develop and train Account Managers and Assistant Account Managers
- Maintain direct communication with company underwriters
- Pursue a program for personal and professional development (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
- Bind renewal policies
- Provide ongoing service to clients, including but not limited to binders, invoices, endorsements, and certificates
- Check policies to assure that coverage's and limits are as ordered and that they match agency management system
- Analyze and compare quotations and reviews forms for proposals
- Review policy forms to ensure that correct forms are included on the policy
- Perform in a manner that will prevent errors and omissions
- Work with clients during audits and educate the client on the audit results
- Maintain and communicate up-to-date knowledge of market conditions, pricing strategies, market/product options and markets
- Performs other duties as assigned
Qualifications:
Education and Experience:
- High School diploma or equivalent required
- College preferred
- Five or more years of experience in commercial (property and casualty) insurance, preferably with larger and more complex middle market clients and risks
Licenses or Certifications:
- Active Utah Property and Casualty license required
- CISR, CIC
- Other insurance designations preferred (CRM, ARM, or CPCU)
Required Job Knowledge and Skills:
- Knowledge of major insurance coverage, including General Liability, Commercial Automobile, Workers Compensation, Products Liability, Commercial Property, and Umbrella
- Understand the content and structure of the insurance contract
- Some knowledge of complex insurance coverages 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
- 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 Websites
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.
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