Account Manager - Commercial Lines (Gilbert, AZ)

Robertson Ryan Insurance; Gilbert (AZ); Hybrid; USD 75,000 - 95,000; Full time

Job summary

Robertson Ryan Insurance is seeking a Commercial Lines Account Manager in Gilbert, AZ. The role primarily involves managing client service needs, preparing proposals, and working closely with Agent Owners.

Qualified candidates will have over 10 years of experience in Commercial Insurance service, excellent communication skills, and proficiency in MS Office Suite. This position offers an on-site or hybrid work model.

Qualifications

• 10+ years of experience in Commercial Insurance service.
• Experience with middle to large market clients preferred.
• Strong decision-making and judgment skills.

Responsibilities

• Manage client service requests and develop strategic solutions.
• Prepare and manage proposals for existing and new business.
• Work with sales professionals to recommend products.

Skills

Client service management

Analytical skills

Presentation skills

Organizational skills

Time management

Education

Licensed in Property & Casualty Insurance

Tools

MS Office Suite

Applied Epic

Job description

Location: Gilbert, AZ

Job Id:231

# of Openings:1

Commercial Lines Account Manager

As an experienced Account Manager in Commercial Lines, you will have the primary responsibility of managing customers' service needs. Provide proactive day to day client service by responding to client inquiries and issues in a timely manner. Create new and renewal proposals for prospects and clients. Serving as the customer’s sounding board, and liaison for insurance needs, you will help prepare, deliver, and maintain their custom insurance programs.

This position supports our Gilbert, AZ (Ensign) location. On site or Hybrid.

Major Responsibilities

• Responsible for client service. Respond timely to client service requests as well as identify problems and develop strategic solutions.
• Manage communications for new business quotes, renewals, policy changes, audits and billing.
• Understand complex exposures including specialty product lines.
• Prepare applications, proposals and related items for existing and new business.
• Organize and prioritize workflows for assigned book(s) of business.
• Provide expert professional support to our Agent Owners and help grow and retain business.
• Assist with client management system and support administrative tasks and marketing projects.
• Work with sales professionals to review client exposures, loss experience, current coverages and recommend appropriate products and services on an annual basis.
• Utilize the agency management systems in an accurate and timely manner to enter and maintain all pertinent information.

Knowledge, Skills and Abilities

• 10+ years prior professional experience in Commercial Insurance service working with “middle market” to "large market" sized clients with a record of providing an exceptional experience.
• Experience handling a large Generalist book of business (preferred).
• Excellent presentation skills, including verbal and written communication.
• Strong organizational, time management skills and strong analytical, judgment, and decision-making skills.
• Proficient in MS Office Suite.
• Licensed in Property & Casualty Insurance
• Applied Epic experienced preferred.
• AZ Marketplace knowledge (Preferred).

EEO/AA Statement

Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.