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PCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance’s 2023 Top 100 Brokers and #12 on Insurance Journal’s 2023 Top Property/Casualty Agencies. With 3,100 professionals across the U.S., PCF Insurance Services harnesses the power of its Agency Partner network to provide world-class service and unparalleled solutions to its clients. As the #1 Fastest-Growing Company in Utah in 2021, 2022 and 2023 and #247 Inc. 5000 Fastest-Growing Private Companies in America, our commitment to excellence is unmatched. At PCF Insurance Services, we foster a dynamic and inclusive work environment, encouraging growth and innovation while valuing each team member’s contributions. Join our exceptional team and help shape the future of the insurance industry.
At Universal Business Insurance Services (Part of PCF Insurance Services Network) operates autonomously and utilize their shared services when needed. This is an exceptional opportunity to join a successful independent agency who is willing to invest time and resources in training and developing a teammate who is committed and passionate about the insurance industry. We pride ourselves on being a risk management focused agency where we deliver risk control strategies on a personal level to our clientele.
Job Summary:
Universal Business Insurance Services is seeking an experienced Commercial Lines Account Manager. You will be working on a team handling all servicing aspects of an existing book of business as well as market new business. As a Risk Management driven Property & Casualty Independent Insurance Agency, you will learn how to create risk management modalities for client facing assistance.
Duties and Responsibilities:
• Proven ability to provide exceptional customer service and build long-term relationships in a Commercial Lines Account Manager capacity.
• Advise and assist clients by explaining coverage options/exclusions; making coverage recommendations; requesting policy changes and assisting with the needs of the client.
• Manage marketing of renewals, endorsements, audits, and cancellations.
• Assist Producers in their delivery of commitments to clients.
• Initiate renewal reviews and re-markets as appropriate to provide the client with the optimal solution in the coverage of their assets and the retention of the client.
• Through service touch points, review current coverage and recommend changes in coverage or markets and actively solicit rounding out of accounts.
• Utilize our current agency management system (Applied/Epic) to accurately maintain client information. AMS360 experience is acceptable.
• Through demonstrated commitment, our agency will provide an opportunity to obtain professional designations like CISR, CIC and/or CPCU.
Qualifications:
• High School Diploma (or equivalent)
• License: Property & Casualty (any state)
• 3 years of Commercial Lines experience with an independent agency
Preferred Skills:
• Some College, No Degree
• License: Property & Casualty (UT)
• Designation & Certification: CISR, CIC or CPCU
• Areas of Expertise a plus may include: Builder’s Risk, Captives, Certificates & EOPs, Commercial Auto, Coastal, Umbrella / Excess Liability, Waiver of Subrogation, Wildfires, Workers’ Compensation, Casualty / General Liability, Loss Summaries, Risk Analysis, Senior Living Centers, Social Services, Surplus Lines Filing, Claims Made Policies, Claims Processing, Earthquake, Employment Practices Liability, Excess & Surplus Lines, Executive Liability, Fiduciary Liability, Flood / Wind / Hail, Hospitality, Liquor Liability, Loss of Income, Medical Malpractice, Nursing Homes, Non-Profits, Commercial Umbrella, Property, Quoting & Rating
• Management & Rating Systems: Salesforce, Applied Systems, AMS360, EPIC, Zywave
• Computer Skills: DocuSign, MS Excel, Windows 10, Zoom, Salesforce, MS Outlook, MS Teams, MS Word, MS PowerPoint, Adobe
• Languages: Spanish, English
Compensation:
• Competitive and commensurate with experience
Schedule:
• Full-Time Monday- Friday
• Hybrid
• Remote for the right candidate
Benefits:
• Medical
• Dental
• Vision
• Prescription
• Flex / Paid Time Off
• 401K
• Life
• Educational and Training Opportunities
PCF Insurance Services is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline and termination will be based on merit, qualifications and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.
Attention Recruitment Agencies: PCF does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of PCF, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting PCF’s Talent Acquisition Department.
