Now Hiring - Universal Business Insurance - Commercial Insurance Account Manager in Sandy, UT

Full description of the position

Universal Business Insurance Services (a Partner of PCF Insurance Services of the West LLC - The Fastest growing business in Utah and in Top 20 in the Nation) is seeking an Experienced Commercial Account Manager - Commercial Lines Department for a thriving, Risk Management driven Property & Casualty Independent Insurance Agency

Position Summary: The Account Manager, in cooperation with our Risk Architects (Producers), play an important role in the consultative approach that UBI utilizes. You would be responsible for assisting new and renewal clients in this endeavor.

Unique Duties/Responsibilities: Essential Functions include all aspects of Managing the assigned Commercial Clients including the following as well as any other duties may be assigned necessary to perform the duties of the role.

• Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.
• Provide in house customer service to clients as assigned and requested
• Manage Marketing of renewals, endorsements, audits and cancellations
• Through service touch points, review current coverage, recommend changes in coverage or markets, and actively solicit rounding out of accounts
• Transact invoices on Agency Bill items to Clients and regularly review outstanding accounts receivables with Producers
• Assist Producers in their delivery of commitments to clients
• Initiate renewal reviews and re-markets as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepares summaries of insurance and recommends coverages to avoid potential E&O issues
• Process surplus lines agency bill renewals and remarket to an admitted carrier whenever possible
• Review renewals to determine if non-standard policies can be rewritten in a standard market. Prepare rewrite applications
• Remarketing of a renewal to provide best option(s) available to client in current market conditions
• Receive and review cancellations and act to save accounts. Determine necessary action, and notify Producer as necessary
• Maintain client accounts on agency automation system Applied-Epic, document conversations, properly attach documents in Epic, sens confirmations to insured’s and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner.

Miscellaneous:

• Participate in seminars and other training for knowledge and skill development
• Some training of other employees may be required
• Provide backup in other areas as assigned
• Perform other duties and special projects at Management’s request
• Assist in developing efficiencies in automation and paper flow
• Keep Producers fully informed of important activities on all accounts and up-to-date regarding status of TOP accounts
• Stay abreast of trends, products, pricing and competitive markets, have working knowledge of all agency and company changes procedures
• Specific service responsibilities are assigned per guidelines, procedures, quality and service standards as stated by the agency. This is typically an in house position.

Job Requirements Commercial Account Manager Education/Training (or equivalent):

• Currently hold a Utah Resident Producer License
• High School diploma or equivalent

Experience: (Type of work experience, minimum number of years of each). High School diploma required. Minimum 2-5 years commercial lines account manager experience.

Special Technical and Administrative Knowledge: Must have excellent computer skills and the ability to learn agency automation system and other automation/internet programs as required. Proficient in the use of windows based operating system Applied-Epic Experience is preferred.

Microsoft Office products (2016 or above), including Word, Excel and Outlook. Strong typing skills. Effective communication skills, strong organizational skills, attention to detail, and ability to respond to requests effectively and efficiently.

Special Skills and Abilities: Must have the ability to read, understand, and interpret policy change requests and communicate the request clearly to the insurance company. Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately. Must have the ability to pay close attention to detail, respond to multiple requests effectively and to delegate work efficiently to support staff. Interacts with others effectively, cooperates positively and provides information and guidance as needed to contribute to the business efforts of the agency.

Physical Requirements and Working Conditions: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements: Light, Lifting up to 10 pounds

The following are necessary to do this positions tasks:

• Seeing
• Hearing
• Talking'

'Work Remotely Temporarily due to COVID-19

Job Type: Full-time

Pay: $65,044.00 - $69,468.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Experience:

• Commercial Lines P&C: 3 years (Required)

License/Certification:

• Utah Property and Casualty Agent License (Required)

Work Location: In person