Account Manager

About the role

Account Manager position available in our Lehi, UT office. Each Account Manager is a critical member of our production team and supports Broker's production by providing strong technical expertise and administrative services relevant to account placement and client service activities.

Responsibilities

• Communicating with clients and underwriters to ensure accurate account information.
• Preparing submissions for markets and quote cover letters to clients.
• Reviewing policies and other documents received for accuracy.
• Supporting inputting and updating current client information in all required systems.
• Preparing accounts for renewal and may solicit new or renewal business as directed by Broker.
• Fulfilling assigned account transactions, internal processing and necessary document preparation (e.g., endorsements, change forms, invoices).
• Resolving invoicing issues.
• Communicating with Premium Accounting regarding notices of cancellations.
• Assisting to confirm claim notifications are sent to the claims department.
• Performing basic office duties, including filing, copying, printing documents, and maintaining files.
• Preparing reports, submissions, cover letters and reviewing policies for accuracy.
• Continual enhancement of industry knowledge.

Requirements

• 1–2 years of relevant experience in a commercial insurance brokerage or underwriting role.
• Relevant wholesale or retail agency/brokerage experience preferred.
• Associate's degree or higher preferred.
• Demonstrated understanding of insurance products and services.
• Ability to manage workload with minimal supervision.
• Critical attention to detail.
• Proficient in Microsoft Office, including Word, Outlook, and Excel.
• State licensing where required; must be able to obtain insurance license within 90 days of hire.

Benefits

• Generous employee benefits package, which includes a robust wellness program.
• Employee ownership opportunities.
• Career progression opportunity, with the potential for growth within the company.

Location: Lehi, Utah. In-office position.