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Buckner

Account Assistant, Commercial Lines

Buckner, Murray, Utah, United States

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Position Title:

Assistant Account Manager Classification:

Non-exempt Reports To:

Department Team Leader Hours:

Full Time (40 hours/week) Location:

Cottonwood Heights, UT Compensation:

$20 to $22/hr, full-time with benefits

What 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 incentives

Retirement 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 Summary This is an entry‑level position working to give support and assistance to Account Managers and Producers.

Wait – there’s more

A company focus on work/life balance: A beautiful, aesthetically pleasing office space for while you are here – PTO, paid holidays, and flex days for when you are not.

Company paid CE: insurance related CE courses, designations, certifications and licensing are paid for by Buckner

Top Notch 401K and Benefits: An industry leading 401K policy combined with outstanding healthcare, dental, and vision benefits

Great culture, great people: With an office culture centering on collaboration and comradery, coming into work has the benefit of being surrounded by wonderful friends and colleagues who not only work hard – but have a lot of fun while getting the job done

Essential Duties and Responsibilities

Assist Account Manager and Producer with processing certificates of insurance

Assist with evidence of insurance

Assist with auto ID cards

Process endorsements

Prepare and review policies

Request loss runs from expiration lists

Enroll accounts in the Agency Management System

Add the applications to the Marketing Module

Miscellaneous clerical duties as needed to maintain adequate service to our insured’s, Account Managers & Producers

Qualifications Education and Experience

Knowledge of or experience in the insurance industry is preferred

4‑year college degree preferred

Required Job Skills

Excellent communication skills, including listening, speaking and writing

Exceptional interpersonal skills: professional, personable and able to interact effectively with others and to respond appropriately in stressful situations and under deadlines.

Ability to work well with others in a team environment

Strong analytical and problem‑solving skills

Computer literacy for correspondence, data entry, e‑mail, Internet, spreadsheets and accessing data from company systems.

Dependability and promptness

Good organizational and time‑management skills

Must be a self‑starter and work well with moderate supervision

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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