Commercial Account Manager

Frank Balbo Trucking; Phoenix (AZ); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Frank Balbo Trucking is looking for a Commercial Account Manager to support our sales team and ensure excellent service for our clients. This role requires a solid background in insurance, including communication abilities and teamwork, to provide technical support to the Sales Executives while maintaining high-quality service standards.

The ideal candidate will have either a college degree with three years of experience or five years of direct insurance experience and must hold a valid Property & Casualty Broker-Agent license. This is a hybrid position based in Phoenix, Arizona.

Qualifications

• Minimum of 3 years insurance experience or 5 years without a degree.
• Strong communication skills to explain complex insurance issues.

Responsibilities

• Support Sales Executives with service and marketing responsibilities.
• Prepare summaries of insurance, schedules, and proposals.
• Maintain accurate information in the Applied EPIC system.

Skills

Strong knowledge of insurance products

Effective communication

Ability to perform complex tasks

Education

College degree with a minimum of 3 years insurance experience

Valid Property & Casualty Broker-Agent license

Job description

Job Description: Commercial Account Manager

Job Title: Commercial Account Manager

Location: Hybrid in Phoenix, AZ 85054

Reports to: Executive Vice President

Department: Commercial Lines

FLSA Status: Hourly, Non-Exempt

Job Purpose

The Commercial Lines Account Manager performs essential functions including supporting Sales Executives/Account Executives and assisting clients with service needs and account changes. This role requires service and marketing responsibilities while upholding the agency’s quality and service standards.

Key Responsibilities

• Servicing and Customer Service
• Provide technical support to Sales Executives/Account Executives in analyzing client needs.
• Occasionally accompany Sales Executives/Account Executives on prospect and client meetings.
• Complete applications in coordination with Sales Executives/Account Executives, submit applications to eligible carriers, and follow up to ensure timely quotations.
• Order and issue binders, certificates, policies, endorsements, and related items; verify accuracy and forward to clients with appropriate correspondence.
• Determine billing method (direct or agency) and invoice accordingly.
• Prepare summaries of insurance, schedules, and proposals.
• Review audits of policies, verify accuracy, and facilitate corrections between client and carrier as needed.
• Process incoming mail and phone requests, responding promptly within company guidelines.
• Handle cancellation requests, attempt to retain accounts, and process carrier notifications to ensure timely resolution.
• Assist clients in submitting first claims and follow up on claims status according to agency procedures.
• Maintain accurate and current information in the Applied EPIC system.
• Personal and Organizational Development
• Set priorities and manage workflow to ensure efficient and accurate processing of responsibilities.
• Stay informed on industry developments, new products, legislation, coverages, and technology.
• Communicate effectively and cooperatively to support agency business goals.
• Maintain professional and effective relationships with clients, co-workers, vendors, and other business contacts.

Qualifications

Education & Experience

• College degree with a minimum of 3 years insurance experience, or a minimum of 5 years insurance experience.
• Valid Property & Casualty Broker-Agent license required.

Knowledge, Skills & Abilities

• Strong knowledge of insurance products, coverages, and markets.
• Ability to communicate effectively, verbally and in writing, to explain complex issues and interpret information.
• Ability to perform complex tasks with multiple variables.

Compensation

• Compensation range is based on working in-office in the state in which the position resides.

Working Conditions

• Work is primarily office-based with extended periods of computer use.
• Must be able to pull or lift up to 15 pounds at times.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• This is an At-Will position. Employment with Alkeme Intermediary Holdings, LLC may be terminated or changed at any time, with or without cause or prior notice.