Customer Service Representative / Account Manager - Commercial Lines
- Employer
- The Buckner Company
- Location
- Cottonwood Heights,UT; Holladay, UT
- Salary
- Great pay & Generous Benefits
- Posted
- Jun 21, 2018
- Closes
- Aug 20, 2018
- Ref
- Insurance Account Manager
- Category
- Administration / Clerical, Customer Service, Operations
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
Position Summary:
This is a position assisting Producers in handling and processing new and renewal lines business and providing customer service to clients as assigned and requested.
Essential Duties and Responsibilities:
- As the Customer Service Representative / Account Manager you will assist in marketing, analysis and servicing of commercial insurance business in accordance with procedures outlined by the organization
- Customer Service Representative / Account Manager will develop and produce submissions for marketing on renewal account to carriers
- Customer Service Representative / Account Manager will provide ongoing service to clients, including but not limited to binders, invoices, endorsements, and certificates
- Customer Service Representative / Account Manager will maintain account file in agency management system, including incoming and outgoing e-mail correspondence
- Customer Service Representative / Account Manager will specialize in evaluating risks and consulting on missing coverage to ensure our clients are adequately insured
- Customer Service Representative / Account Manager will assist in expanding existing accounts by rounding out and cross-selling additional insurance products
- Customer Service Representative / Account Manager will process changes and renewals through communication with the insured, insurance companies and producers
- Customer Service Representative / Account Manager will pursue a program for personal and professional experience (education classes,seminars, workshops) in combination with individual study programs to expand your knowledge and skills
- Customer Service Representative / Account Manager will 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
- Three 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; Utah Life & Health license desired
Required Job Knowledge and Skills:
- 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's 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
Benefits:
The Buckner Company offers a comprehensive benefits package including:
- Medical
- Dental
- Vision
- PTO & Flex Days
- Wellness Benefits
- 401k
- Buckner Cares - PTO for Volunteer Days