Commercial Lines Account Manager

The Arizona Group
US - Arizona - Mesa
January 14, 2025

Job Type

Full-time

Description

The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking a career-minded and experienced Commercial Lines Insurance Account Manager who resides in the Phoenix Metro Area who can perform exceptional Account Management for our Commercial Lines Team.

This is a full-time, on-site position for an Agency with less than 100 employees. ***

Requirements

Benefits and Compensation: Commercial Lines Insurance Account Manager

Full Time - M-F 8:00am- 5:00pm
Hourly $33.65 - $48.08 per hr + Quarterly Bonus
Employer paid Medical and Dental, LTD, Group Life, EAP
Optional benefits - Vision, Disability, Group Life, AFLAC. Pet Care Insurance
401(k) Employer contribution 3-6%
Annual Employee Profit Sharing Bonus

Accountability: Commercial Lines Insurance Account Manager

Maintain and retain Client Relationships in accordance with Agency Standards. Process designated Commercial Lines responsibilities in accordance with Agency standards using Applied Systems EPIC.

Skills/Requirements: Commercial Lines Insurance Account Manager

Experience in Applied Systems EPIC required
Property & Casualty Arizona resident insurance license required
Minimum of 5 years Property & Casualty Commercial insurance experience required
Familiarity with and understanding of Property & Casualty Insurance coverage lines including Property, Liability, Auto, Workers Compensation and Excess/Umbrella
Professionalism in appearance, communication and treatment of others
CISR or CIC designation (desired)

Responsibilities: Commercial Lines Insurance Account Manager

Handle day-to-day service requirements of assigned clients within designated authority
Initiate and conduct renewal meetings with assigned Producer(s)
Review and negotiate renewal quote terms, Prepare renewal submissions.
Prepare proposals
Order and check binders; process in EPIC as needed
Review Loss Runs
Account round existing clients
Review audits; handle problem audits with clients and/or carriers
Perform online rating for renewals and endorsements to existing policies
Manage endorsement issues with carrier and/or client as required
Review endorsements prior to transmittal to client as needed
Invoice agency bill policies, endorsements and audits
Technical check of policies
Send out/deliver policies
Review Summaries of Insurance (if applicable)
Update applications and schedules for policy renewals
Enter Activity records for all actions and/or communication performed on Client Files
Review Certificates of Insurance/Evidences as needed
Review Customer Statements
Accompany Producer to client meetings, as required
Support Account Executive/Producer, including assisting with New Business as needed
Assist producer in creating Customer Narratives/Profiles on larger accounts
Assist producer in developing a Service Time Line for Top 20% of accounts
Assist department members during absences
Be prepared to discuss lost business in monthly CL Service Staff Meeting and take ownership of team retention numbers
Become familiar and utilize technical tools such as Indio, CSR24, Zywave, DocuSign, and Reference Connect as needed
Assist in training and coaching other staff when needed/requested
Perform other essential duties as assigned

Salary Description

70,000 - 100,000

Read the full job description and apply online on the recuiter's web-site

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