Summary:
Join an Independent Insurance Agency with over 50 years of dedication to exceptional service, trusted client relationships, and a dynamic, team-focused culture. Family-owned since 1969, our client has become a premier nationwide provider of insurance and risk management solutions, known for our personalized approach and cost-effective strategies.
Fostering a forward-thinking, growth-oriented work environment built on the core values: Teamwork, Integrity, Consistency, Respect, Gratitude, Growtential, and Accountability. We prioritize a supportive workplace that promotes creativity, responsiveness, and professional development, where every employee feels valued and empowered.
As one of Salt Lake City's fastest-growing independent insurance agency, our client was named a 2023 & 2024 Leader in Workplace Culture by the Salt Lake Tribune. Why Work with Us: Career Growth: Start building a meaningful career with regular above-average raises, annual performance bonuses, and opportunities for professional advancement, your growth is our priority. We offer educational assistance with 100% reimbursement for approved job-related courses and a bonus program for earning professional designations.Wellness-Focused Culture: A dedicated wellness coach supports your growth both inside and outside the office.Comprehensive Benefits: Competitive salary, generous PTO, full health coverage, company-paid disability insurance, and a 401(k) with matching.Health Insurance: Eligibility immediately upon hire.401k: Eligibility is 60 days after hire with a 5% matchPTO: Starting at 4 weeksHoliday Schedule: Currently observing 18 paid Holidays (subject to change annually)Make a Difference: Help businesses and families succeed by guiding them confidently through their insurance needs.Flexible Hybrid Schedule: Enjoy a balanced work environment with three in-office days each week, including a designated team day on Wednesdays. Plus, with a rotating schedule, you'll experience variety and flexibility. Our Mission:We take pride in building long-lasting relationships by offering exceptional service and delivering tailored insurance solutions to businesses and families. Our vision is to be the premier insurance agency, fostering personal growth and cultivating a forward-thinking culture that values teamwork, integrity, respect, and accountability.
About the Role: Commercial Account Manager (P&C):We are seeking a licensed Commercial Account Manager with expertise in Property & Casualty (P&C) and Captive Insurance to join our team. In this role, you'll play a critical part in maintaining client relationships, ensuring they receive top-quality service, and supporting our team's continued success.
What We're Looking For: Licensed Professional: Utah Property & Casualty insurance license with at least 3-5 years of experience in commercial insurance.Client-Focused Communicator: Exceptional communication and problem-solving skills.Tech-Savvy: Proficiency in Microsoft Office and the ability to learn new software quickly.Committed to Growth: You value personal and professional development, aligning with our culture of continuous improvement. What You'll Do: Proactively manage client service needs, including quoting, binding, endorsements, and renewal processing.Coordinate effectively with underwriters, marketing reps, and clients to ensure smooth operations.Be a strategic partner with producers on new and renewal business, support client renewal meetings, and review policy terms.Oversee client accounts, including Loss Runs, audits, endorsements, and invoicing.Ensure policy accuracy with thorough checking, endorsements, and Certificates of Insurance review.Maintain comprehensive records of client interactions and actions in the management system.Collaborate with the team by training and coaching staff as needed.Provide proactive solutions to enhance client experience and retention.Use cutting-edge tools like EPIC, Indio, CSR24, Zywave, DocuSign, and Reference Connect to deliver efficient, client-centered service. · Perform other related duties as required and assigned.
Knowledge, Skills, and Abilities: Solid understanding of Property & Casualty insurance lines (Property, Liability, Auto, Workers Comp, Excess/Umbrella)Experience managing Captive accounts is a plusProfessionalism in appearance and communicationStrong communication and problem-solving skillsProficient in Microsoft Office (Word, Excel, PowerPoint) and adaptable to new softwareCommitment to company values and teamwork in a fast-paced environment