Junior Account Manager / Account Manager, Commercial Lines

Essential Duties and Responsibilities

• Assist with and/or independently manage a commercial lines book of business
• Market, analyze, and service new and renewal accounts
• Prepare submissions, review carrier quotes, and develop renewal proposals
• Attend pre-renewal and renewal meetings as needed
• Review policies to ensure coverages, limits, and forms are accurate
• Process endorsements, renewals, certificates, binders, audits, and other policy changes
• Maintain accurate account documentation within the agency management system
• Build and maintain strong relationships with clients, carriers, and team members
• Provide timely and professional customer service
• Stay current on market conditions, coverage forms, and industry trends
• Pursue continuing education and professional development opportunities
• Perform other duties as assigned

Qualifications

• Education and Experience: High School diploma or equivalent required; 6 months to 2 years of commercial insurance experience preferred for Junior Account Manager level; 2+ years of commercial lines account management experience preferred for Account Manager level; Applied EPIC experience preferred; Experience with Utah HOA/community association accounts and construction-related accounts strongly preferred
• Licenses or Certifications: Active Utah Property and Casualty license required; Utah Life & Health license desired
• Job Knowledge and Skills: Strong communication, organizational, and customer service skills; Working knowledge of commercial insurance coverages and policy forms; Ability to build and maintain strong relationships with clients, carriers, and coworkers; Detail-oriented, self-motivated, and able to manage multiple priorities; Ability to analyze coverage, rating, and policy information; Proficiency with Microsoft Office applications and agency management systems