Position Title: Account Assist./Jr Account Manager, Select Business

Classification: Non-Exempt

Reports To: Department Team Leader

Hours: Full-Time

Location: Pleasant Grove, Cottonwood Heights, or Ogden UT

Compensation: $20-$26/hr. DOE, with benefits

This position, preferably in-office but open to hybrid arrangements, involves managing a revenue book of $100,000 to $250,000 for individual or multiple client advisors. The salary is based on the size of the book. Responsibilities include handling renewals, coordinating day-to-day service needs for clients, completing premium allocations, meeting with underwriters, and developing coverage knowledge. The role also involves maintaining proper documentation in EPIC, preparing proposals, and demonstrating proficiency in Excel and Word, emphasizing good time management skills.

Salary Range: $20.00 - $26.00 per hour

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Evenings Off

Hands on Training

Disability Insurance

Career Growth Opportunities

Qualifications:

Education and Experience:

High School diploma or equivalent required

6 months to a year 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.

Working toward CISR and/ or CIC

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.

Commercial Property, Umbrella, Excellent communication skills, including listening, speaking and writing.

Ability to understand and analyze commercial lines coverage forms, ratings, 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 Web Sites

Prefer In Office but will consider some hybrid depending on responsibilities and workload

Handle and maintain a $100,000 - $250,000 revenue book of business with individual or multiple client advisors. Salary is commensurate with book size.

Handle renewals by obtaining renewal information, preparing underwriting submissions, preparing proposals, and sending to clients as directed by the account manager and/or client advisor. Responsibility for the maintenance of proper documentation in EPIC (Agency Management System). Prepare and maintain client information workbooks.

Coordinate day-to-day service needs of clients including issuance of certificates of insurance, policy changes, policy checking, and other duties.

Complete premium allocations as requested by the client.

Meet with underwriters and develop working relationships.

Developing coverage knowledge.

Proficient in Excel and Word.

Good time management skills.

Buckner is a third-generation, family-owned business led by President and CEO Terry H. Buckner. Terry's grandfather, Elmer Ray founded the firm in 1936 during the Great Depression. The company was built on putting customer service ahead of profits and the tradition of placing the customer at the heart of every decision continues today. Customer service is just one reason Buckner has a client retention rate of 92%.  Building a team of knowledgeable and experienced professionals has enabled Buckner to pursue a lofty mission: to provide the best customer experience by delivering outstanding service, exceptional value, and continual innovation.

Elmer Ray Buckner used to carry customer policies in his briefcase. Today, Buckner serves thousands of customers from coast to coast and overseas with the same personal attention to detail the company was founded on more than 86 years ago.

Headquartered in Salt Lake City, Buckner has seven offices in three states: Utah, Idaho, and Colorado. Growing from their founding team of three employees to more than 200 employed today, the agency is one of the largest and fastest-growing in the western region. The full-service brokerage provides insurance, employee benefits, bonds and risk management. Buckner is a Top 100 Independent Property & Casualty Agency and has been listed as one of the fastest growing private companies in America.