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Assistant Account Manager Commercial Insurance Jobs in Utah

Evobox

Assistant Account Manager

Lehi, UT · On-site

$17/hr

We have an immediate opening for a customer service position -- working as an Assistant to the Account Manager. Would require the ability to manage client relations with a prompt and positive ...

Trucordia

Client Manager Commercial Lines

Sandy, UT · On-site

In this role, you will serve as a trusted advisor and primary point of contact for commercial insurance clients, managing accounts, ensuring exceptional service delivery, and supporting the retention ...

ALKEME Insurance

Commercial Account Manager

Sandy, UT · On-site

Prepare summaries of insurance, schedules, and proposals. * Review audits of policies, verify ... * Assist clients in submitting first claims and follow up on claims status according to agency ...

Trucordia

Account Manager, Commercial Lines

Lindon, UT · On-site

Manage the placement of new and renewal accounts with carrier partners. * Assist with gathering ... Active P&C Insurance License or L&H Insurance License * Strong interpersonal and communication ...

Trucordia

Account Manager, Commercial Lines

Sandy, UT · On-site

Manage the placement of new and renewal accounts with carrier partners. * Assist with gathering ... Active P&C Insurance License or L&H Insurance License * Strong interpersonal and communication ...

Trucordia

Account Manager, Commercial Lines

Lindon, UT · On-site

Manage the placement of new and renewal accounts with carrier partners. * Assist with gathering ... Active P&C Insurance License or L&H Insurance License * Strong interpersonal and communication ...

ALKEME

Commercial Account Manager

Sandy, UT · On-site

Prepare summaries of insurance, schedules, and proposals. * Review audits of policies, verify ... * Assist clients in submitting first claims and follow up on claims status according to agency ...

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Assistant Account Manager Commercial Insurance information

What are some common challenges faced by assistant account managers in commercial insurance and how can they be addressed?

Assistant Account Managers in Commercial Insurance often juggle multiple client accounts and deadlines simultaneously, which can be challenging when prioritizing tasks and managing client expectations. Effective time management, strong organizational skills, and clear communication with both clients and internal teams are essential to succeed in this role. Building strong relationships with underwriters and staying current with industry regulations also help ensure policies are processed accurately and efficiently. Many organizations provide training and mentorship opportunities to help new hires adapt quickly and grow in their careers.

What is the difference between Assistant Account Manager Commercial Insurance vs Commercial Insurance Agent?

AspectAssistant Account Manager Commercial InsuranceCommercial Insurance Agent
CredentialsTypically requires insurance licenses, some roles may need a bachelor's degreeRequires state insurance license; often similar educational background
Work EnvironmentSupports account managers, works in office or client meetingsWorks directly with clients, sales-focused, often in office or on-site
Employer & Industry UsageInsurance agencies, brokerages, and companiesInsurance agencies, brokerages, and independent agents
Search & Comparison IntentUnderstanding support roles in commercial insuranceSeeking sales or client acquisition roles in commercial insurance

In summary, Assistant Account Managers in Commercial Insurance primarily support account management tasks and client service, often working behind the scenes, while Commercial Insurance Agents focus on client acquisition and sales. Both roles require licensing and industry knowledge but differ in daily responsibilities and interaction levels.

What are the key skills and qualifications needed to thrive as an assistant account manager in commercial insurance?

To thrive as an Assistant Account Manager in Commercial Insurance, you need a solid understanding of insurance policies, risk assessment, and customer service, often supported by a relevant degree or insurance certifications such as CIC or CISR. Familiarity with agency management systems (like Applied Epic or AMS360), rating tools, and Microsoft Office is typically required. Strong organizational skills, attention to detail, and effective communication enable you to manage client accounts and support senior managers efficiently. These skills and qualities are crucial to ensuring accurate policy handling, excellent client service, and smooth team operations within a fast-paced insurance environment.

What does an assistant account manager in commercial insurance do?

An Assistant Account Manager in Commercial Insurance supports account managers and brokers in servicing commercial insurance clients. Their responsibilities typically include preparing quotes, processing policy renewals and endorsements, handling client inquiries, and maintaining accurate records. They serve as a liaison between clients, insurance carriers, and the agency, ensuring clients' coverage needs are met efficiently. Strong organizational and communication skills are essential for this role.
What are popular job titles related to Assistant Account Manager Commercial Insurance jobs in Utah? For Assistant Account Manager Commercial Insurance jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Assistant Account Manager Commercial Insurance jobs in Utah look for? The top searched job categories for Assistant Account Manager Commercial Insurance jobs in Utah are:
What cities in Utah are hiring for Assistant Account Manager Commercial Insurance jobs? Cities in Utah with the most Assistant Account Manager Commercial Insurance job openings:
Assistant Account Manager Commercial Insurance jobs near you

Account Manager, Commercial Lines

Buckner

Pleasant Grove, UT • On-site

Full-time

Posted 28 days ago

Job description

Position Title: Account Manager
Reports To: Department Team Leader
Location: Pleasant Grove Office
Compensation: $65-85k Salary
Position Summary
Account Managers play an essential role in Buckner’s mission to provide the best customer service to its clients. Working hand-in-hand with our agency’s Client Advisors and providing service specifically tailored to your clients, you will manage a book of new and renewal business.
Essential Duties and Responsibilities:
  • Market, analyze and service a commercial book of business
  • Handle the renewal process by producing submissions for marketing on renewal accounts to carriers, preparing proposals for renewal policies, binding renewal policies and attending renewal meetings
  • Provide phenomenal service to your clients
  • Review and check policies to assure that coverages and limits are as ordered, that they match the agency management system, and the correct policy forms are used
  • Service clients by providing binders, invoices, endorsements, and certificates as needed
  • Analyze and compare quotes and review forms and exclusions for proposals
  • Maintain an accurate account file in the agency management system
  • Exhibit excellent communication skills and provide timely correspondence to clients.
  • Assist in the direction of the Assistant Account Manager (if applicable)
  • Assist clients during the carrier audit process
  • Process endorsements and renewals by communicating with the insured, carriers, and client advisors
  • Maintain current knowledge of market conditions, pricing strategies, appetites, and markets
  • Actively pursue and further industry knowledge through CE courses, designations, certifications, etc.
  • Continually learn, grow, and expound upon your role to best serve the needs of your clients, coworkers, and The Buckner Company
Requirements
Education and Experience:
· At least 2 years of P&C account management experience
· Active Utah Producers P&C license
· 4 year college degree preferred
· Experience using Applied EPIC highly preferred
Required Job Knowledge and Skills:
· Great attitude
· Strong work ethic
· Detail oriented, self-motivated and goal driven
· Problem solving mindset
· Knowledge of major P&C coverage types
· The ability to navigate the content and structure of the insurance contract
· Ability to communicate well
· Ability to understand and analyze commercial lines coverage forms, rating and policies
· Ability to establish and develop strong relationships with clients, underwriters, business partners and coworkers
· Naturally inquisitive disposition
· Excellent organizational and time management skills
· Intermediate to advanced skill in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook and PowerPoint; 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 ability to adjust focus.

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