Reports To: Director of Client Services Classification: Exempt, Full-Time Focus: Team leadership, operational excellence, analytics, accountability, and growth support Allocation: 70-80% leadership/operations; 20-30% key…
Position Title: Account Manager Classification: Non- Exempt Reports To: Trucking Team Leader Hours: Full Time Location: Utah, Colorado, North Carolina Compensation: 68-85k Salary Position Summary This is a position assis…
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$100/hr–$120/hr
Full-time
bachelor degree, professional certificate
Posted 7d ago
Apply by Nov 3
~40 hrs/week
Responsibilities
The Team Leader oversees commercial insurance operations, workflow efficiency, and team development while managing a portfolio of complex accounts. They partner with Producers to drive growth initiatives and ensure high-quality service delivery across the department.
Requirements
Candidates must have at least 5 years of commercial property and casualty insurance experience and an active Utah Property & Casualty License. A bachelor's degree and professional designations such as CIC, CPCU, or CRM are preferred.
Full job description
Reports To: Director of Client Services Classification: Exempt, Full-Time Focus: Team leadership, operational excellence, analytics, accountability, and growth support Allocation: 70-80% leadership/operations; 20-30% key account management Compensation: $100-$120k
Position Summary The Commercial Insurance Team Leader serves as the operational partner to the Producer, driving team performance, workflow coordination, quality control, and growth initiatives. This role translates strategic priorities into actionable plans, develops team talent, ensures operational excellence, and manages a limited portfolio of key or complex accounts.
Key Responsibilities
Leadership & Team Development
Lead, coach, and coordinate commercial insurance team members.
Establish priorities, accountability, and service expectations.
Conduct team meetings, performance reviews, workload assessments, and training discussions.
Support employee development, engagement, retention, and succession planning.
Partner with leadership and HR on performance management and training initiatives.
Operations & Quality Management
Oversee renewals, service activity, workloads, and key deadlines.
Monitor quality standards, workflow efficiency, and compliance.
Develop and maintain dashboards, reporting, and performance metrics.
Identify and resolve operational risks and process improvement opportunities.
Coordinate resources across departments and external partners.
Client & Account Management
Manage a select portfolio of complex or strategic commercial accounts.
Lead renewal planning, coverage analysis, marketing, negotiations, and client meetings.
Serve as an escalation resource for complex client, carrier, and coverage issues.
Support client retention, relationship growth, and service excellence.
Producer & Growth Support
Convert business development goals into coordinated team action plans.
Create operational capacity for Producers to focus on client relationships and new business.
Support prospecting, submissions, proposal development, and implementation activities.
Identify and drive cross-selling, retention, and growth opportunities.
Qualifications
5+ years of commercial property & casualty insurance experience.
Proven leadership experience managing teams, workflows, or complex books of business preferred.
Active Utah Property & Casualty License.
Bachelor's degree preferred or equivalent experience.
Professional designation (CIC, CPCU, CRM, ARM, or similar) preferred.
Proficiency with agency management systems, Microsoft 365, and reporting tools.
Key Competencies
Advanced commercial insurance expertise.
Strong leadership, coaching, and accountability skills.
Operational and analytical problem-solving ability.
Excellent communication and relationship management skills.
Strong organizational skills and attention to detail.
Collaborative, proactive, and solution-oriented mindset.
Founded in 1936 and headquartered in Salt Lake City, The Buckner Company has eight offices in three states - Utah, Idaho and Colorado. Buckner is one of the largest and fastest-growing agencies in the Western region and is a full-service insurance brokerage that provides the following services:
- Property & Casualty Insurance
- Workers Compensation Insurance
- Professional Liability Insurance
- Employee Benefits Insurance
- Personal Insurance
- Risk Management
- Bonding & Surety
The Buckner Company's specialties include:
- Trucking
- Healthcare
- Technology
- Construction
- Retail/Manufacturing
- Home Owner's Associations
We welcome you to get in touch with us today if you have any questions!
Main Office: 801-937-6700
Offices: 5295 S Commerce Dr, Suite 300, Salt Lake City, Utah 84107, US · 2225 Washington Boulevard, Suite 210, Ogden, UT 84401, US · 901 Pier View Drive, Idaho Falls, ID 83402, US · 2100 W Pleasant Grove Blvd, Suite 525, Pleasant Grove, Utah 84062, US · 6455 S Yosemite St, Suite 450, Greenwood Village, Colorado 80111, US
Business Property and Casualty InsuranceEmployee Benefits (HealthDentalVisionDisability)Personal Home and Auto InsuranceWorkers' CompensationTransportation InsuranceConstruction InsuranceCyber Liability Insurance
Founded in 1936 and headquartered in Salt Lake City, The Buckner Company has eight offices in three states - Utah, Idaho and Colorado. Buckner is one of the largest and fastest-growing agencies in the Western region and is a full-service insurance brokerage that provides the following services:
- Property & Casualty Insurance
- Workers Compensation Insurance
- Professional Liability Insurance
- Employee Benefits Insurance
- Personal Insurance
- Risk Management
- Bonding & Surety
The Buckner Company's specialties include:
- Trucking
- Healthcare
- Technology
- Construction
- Retail/Manufacturing
- Home Owner's Associations
We welcome you to get in touch with us today if you have any questions!
Main Office: 801-937-6700
Offices: 5295 S Commerce Dr, Suite 300, Salt Lake City, Utah 84107, US · 2225 Washington Boulevard, Suite 210, Ogden, UT 84401, US · 901 Pier View Drive, Idaho Falls, ID 83402, US · 2100 W Pleasant Grove Blvd, Suite 525, Pleasant Grove, Utah 84062, US · 6455 S Yosemite St, Suite 450, Greenwood Village, Colorado 80111, US
Business Property and Casualty InsuranceEmployee Benefits (HealthDentalVisionDisability)Personal Home and Auto InsuranceWorkers' CompensationTransportation InsuranceConstruction InsuranceCyber Liability Insurance