2 Personal Lines Team Lead Jobs in Salt Lake, UT
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Personal Lines Team Lead
$57k-75k (estimate)
Full Time | Insurance
2 Months Ago
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BUCKNER is Hiring a Personal Lines Team Lead Near Salt Lake, UT
Position Title: Personal LinesTeam Lead
Classification: Exempt Reports To: COO
Hours: Full-Time Location: Salt Lake Office – In Office
Compensation: $75,000 to $80,000, full-time with benefitsPosition SummaryThis is a position overseeing the personal lines book of business and assisting producers in handling and processing new and renewal personal lines business, while providing customer service to clients as assigned and requested to promote growth and retention. This position will also oversee and manage personal lines support staff across all offices (Utah, Colorado, Idaho). Essential Duties and Responsibilities:
Classification: Exempt Reports To: COO
Hours: Full-Time Location: Salt Lake Office – In Office
Compensation: $75,000 to $80,000, full-time with benefitsPosition SummaryThis is a position overseeing the personal lines book of business and assisting producers in handling and processing new and renewal personal lines business, while providing customer service to clients as assigned and requested to promote growth and retention. This position will also oversee and manage personal lines support staff across all offices (Utah, Colorado, Idaho). Essential Duties and Responsibilities:
- Maintain a large book of accounts including; house, surplus lines and complex Private Client Group accounts.
- Be well-rounded with regard to various lines of coverage and be able to review potential exposures that can be addressed through risk transfer
- Expand existing accounts by rounding out, up selling, and cross-selling additional insurance products
- Conduct periodic coverage and risk reviews to ensure the adequacy of the client program designs
- Process changes and renewals through communication with the insured, insurance companies and producers
- Order and remarket renewals, quote and prepare proposals and summaries of insurance
- Submit applications for new business to markets and obtain additional information needed by carriers to provide quotes
- Document all customer interactions and transactions in the agency management system
- Develop, train, and mentor Account Managers and Assistant Account Managers
- Maintain direct communication with company underwriters and manage personal lines carrier relationships
- Pursue a program for personal and professional development (education classes, seminars, workshops) in combination with individual study programs to expand your knowledge and skills
- Maintain and communicate up‑to‑date knowledge of market conditions, pricing strategies, market/product options, and markets
- Bind renewal policies
- Provide ongoing service to clients, including but not limited to binders, invoices, endorsements, and certificates
- Check policies to assure that coverages and limits are as ordered and that they match agency management system
- Analyze and compare quotations and reviews forms for proposals
- Review policy forms to ensure that correct forms are included on the policy
- Perform in a manner that will prevent errors and omissions
- Performs other duties as assigned
- High School diploma or equivalent required; College Degree Preferred
- 3-5 years of experience in personal lines insurance, preferably with larger and more complex clients and risks
- Active Utah Personal Lines License
- Insurance designations desired
- Able to work independently
- Knowledge of major insurance coverage's including Personal Automobile, Recreational, Inland Marine, Residential Property, Personal Umbrella/Excess Liability, Flood, Earthquake
- Sales skills
- Understand the content and structure of the insurance contract
- Some knowledge of complex insurance coverages such as Cyber
- Excellent communication skills, including listening, speaking, writing, conflict resolution, and negotiation
- Ability to understand and analyze personal lines coverage forms, rating and policies
- Must be actively pursuing CIC or CPRM
- 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
Job Summary
JOB TYPE
Full Time
INDUSTRY
Insurance
SALARY
$57k-75k (estimate)
POST DATE
03/04/2024
EXPIRATION DATE
04/24/2024
WEBSITE
buckner.com
HEADQUARTERS
SALT LAKE CITY, UT
SIZE
100 - 200
FOUNDED
1936
TYPE
Private
CEO
BEAT KOSZINOWSKI
REVENUE
$10M - $50M
INDUSTRY
Insurance
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About BUCKNER
Buckner is an insurance brokerage firm that offers personal, home and auto insurance solutions.
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