Sr. Account Manager, Commercial Lines

Sr. Account Manager, Commercial Lines

Classification: Exempt

Reports To: Department Lead

Hours: Full-Time

Location: Salt Lake City/Murray Office

Compensation: $75,000 to $90,000, full-time with benefits

What We Offer:

Comprehensive Health Coverage: Medical, dental, and vision insurance plans to keep you and your family covered.

Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives.

Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years.

Paid Parental Leave: Generous time off for new parents, because growing your family shouldn't mean sacrificing your career.

Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness.

Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being.

Work Life Integration: We believe that success isn't just measured at the office—it's about thriving in all aspects of life. That's why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.

Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!

Position Summary

This is a position handling a large book of business and assisting New Producers in handling and processing new and renewal lines of business and providing customer service to clients as assigned and requested.

Essential Duties and Responsibilities:

Prefer in office but will consider some hybrid depending on responsibilities and workload

Handle and maintain a $500,000 - $1,000,000 revenue book of business with individual or multiple client advisors. Salary is commensurate with book size.

Ability to independently handle renewals by obtaining renewal information, preparing underwriting submissions, preparing proposals, and sending to clients and/or meeting with clients as directed by client advisor.

Assist individual or multiple client advisors in the production of new business.

Ensure cycling of policies to common expiration date.

Responsibility for the maintenance of proper documentation in EPIC (Agency Management System).

Prepare and maintain client information workbooks.

Identify areas of upsell or cross-sell opportunities.

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

Complete coverage analysis and 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.

Assist with training of other account managers or account assistants.

May also have team lead responsibilities.

Qualifications:

Education and Experience:

High School diploma or equivalent required

Five 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:

Able to work independently

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 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

Physical:

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. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.