Jr. Account Manager, Commercial Lines

BucknerRexburg, ID

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Job Description

Position Title: Jr. Account Manager Classification: Non- ExemptReports To: Department Team Leader Hours: Full TimeLocation: Rexburg, IDCompensation: $23 to $26/hr., with benefitsWhat 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 incentivesRetirement 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 SummaryThis is a position assisting Producers in handling and processing new and renewal lines business and providing customer service to clients as assigned and requested.Essential Duties and Responsibilities:

Assist in marketing, analysis, and servicing of the commercial insurance book of business of about $100,000 to $250,000 of commission income business in accordance with procedures outlined by the organization
Develop and produce submissions for marketing on renewal accounts to carriers
Prepare proposals for renewal policies in accordance with coverage and limits
Attend pre-renewal and renewal meetings
Bind renewal policies
Provide ongoing service to clients, including but not limited to binders, invoices, endorsements, and certificates
Check policies to assure that coverage's and limits are as ordered and that they match agency management system
Learn to Analyze and compare quotations and reviews forms for proposals
Learn to Review policy forms to ensure that correct forms are included on the policy

Maintain account file in agency management system, including incoming and outgoing e-mail correspondence
Perform in a manner that will prevent errors and omissions
Communicate the daily work of the Assistant Account Manager (if applicable)
Assist in developing a service plan tailored to clients needs and work with producers and others to service clients
Process changes and renewals through communication with the insured, insurance companies and producers
Pursue a program for personal and professional experience (education classes,
seminars, workshops) in combination with individual study programs to expand your knowledge and skills
Performs other duties as assigned

Qualifications:Education and Experience:

High School diploma or equivalent required
6 months to a year of experience in commercial (property and casualty) insurance, preferably with larger and more complex middle-market clients and risks or 1+ year of professional or financial experience

Licenses or Certifications:

Active Idaho Property and Casualty license required; Idaho Life & Health license desired
Working toward CISR and/ or CIC

Required Job Knowledge and Skills:

Knowledge of major insurance coverage, including General Liability, Commercial Automobile, Workers Compensation, Products Liability, Commercial Property, and Umbrella
Understand the content and structure of the insurance contract
Commercial Property, Umbrella, Excellent communication skills, including listening, speaking, and writing
Ability to understand and analyze commercial lines coverage forms, rating, and policies
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 ability to adjust focus.

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