Customer Service Representative / Account Manager - Commercial Lines

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