Commercial Insurance Account Manager

Crest Insurance Group; Sedona (AZ); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Telehealth

401K match

PTO and sick time

Job summary

Crest Insurance Group in Sedona, AZ is seeking a skilled Commercial Lines Account Manager to join our Sedona office. You will service a diverse portfolio of commercial accounts and collaborate with Producers to retain and grow client relationships.

Key responsibilities include servicing new business, renewals, endorsements, audits, and invoicing, while educating clients on coverages and policy requirements. Hybrid work with in-office collaboration is available.

Qualifications

• Active Property & Casualty license
• 3–5+ years of commercial lines experience in an independent agency
• Proficiency in Microsoft Office Suite
• Excellent organizational skills with ability to manage multiple priorities
• Strong written and verbal communication skills
• Commitment to in-office collaboration with some remote flexibility

Responsibilities

• Partner with Producers to service and retain commercial accounts
• Build trusted relationships with clients through proactive communication and exceptional service
• Review and recommend appropriate coverages; identify opportunities to expand account protection
• Process new business, renewals, endorsements, audits, and cancellations with accuracy and timeliness
• Support Producers with proposals, summaries of insurance, and marketing/quotation process
• Educate clients on coverages, exclusions, and policy requirements
• Coordinate with carriers and wholesalers to secure optimal coverage terms
• Maintain accurate documentation in agency management system
• Handle invoicing and accounting procedures promptly and accurately

Skills

P&C license

Commercial lines experience

Microsoft Office

Organizational skills

Communication skills

In-office collaboration with some 0rem

Tools

Applied EPIC

CSR24

Job description

Commercial Insurance Account Manager

Crest Insurance is seeing a skilled Commercial Lines Account Manager to join our Sedona office. This role offers the opportunity to build on a rewarding career in a collaborative, client-focused environment while servicing a diverse portfolio of commercial accounts.

What You'll Do

• Partner with Producers to service and retain commercial accounts
• Build trusted relationships with clients through proactive communicate and exceptional service
• Review and recommend appropriate coverages; identify opportunities to expand account protection
• Process new business, renewals, endorsements, audits, and cancellations with accuracy and timeliness
• Support Producers with proposals, summaries of insurance, and marketing/quotation process
• Educate clients on coverages, exclusions, and policy requirements
• Coordinate with carriers and wholesalers to secure optimal coverage terms
• Maintain accurate documentation in agency management system
• Handle invoicing and accounting procedures promptly and accurately

Required

• Active Property & Casualty Insurance license
• 3-5+ years of commercial lines experience in an independent agency setting
• Proficiency in Microsoft Office Suite
• Excellent organizational skills with ability to manage multiple priorities
• Strong written and verbal communication skills
• Commitment to an in-office collaboration with some remote flexibility

Preferred

• Experience with Applied EPIC and CSR24
• Experience servicing $50K+ premium accounts

Benefits

• Medical
• Dental
• Vision
• Telehealth
• 401K match
• Several ancillary products
• Generous PTO and sick time bank

Crest Insurance is an equal opportunity employer.