Commercial Insurance Account Manager

Crest Insurance Group; Tempe (AZ); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K match

PTO and sick time

Job summary

Crest Insurance Group in Tempe, AZ is seeking a Commercial Insurance Account Manager to service a diverse portfolio of commercial accounts. You will work in a collaborative, client-focused environment, building trusted relationships and coordinating with carriers to secure optimal coverage terms.

The role emphasizes in-office collaboration with some remote flexibility, requires an active Property & Casualty license and 3–5+ years in commercial lines, and offers a comprehensive benefits package

Qualifications

• Active Property & Casualty license is required.
• 3-5+ years of commercial lines experience in an independent agency setting.
• Proficiency in Microsoft Office Suite.
• Strong written and verbal communication skills.
• Commitment to an 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

Active Property & Casualty license

3-5+ years commercial lines

Microsoft Office Suite

Excellent organizational skills

Strong written and verbalCommunication

In-office collaboration with some-tele

Tools

Applied EPIC

CSR24

Job description

Commercial Insurance Account Manager

Crest Insurance is seeing a skilled Commercial Lines Account Manager to join our Tempe 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.

As a brokerage ranked in the top 100 firms nationally, we offer the resources of a major firm with the culture of a local agency. You will work alongside experienced professionals in our state-of-the-art Tempe facility, where collaboration and mentorship drive both individual and team success.

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

What You'll Bring

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

Benefits

At Crest, we pride ourselves on providing a highly competitive and comprehensive benefits package including Medical, Dental, Vision, Telehealth, 401K match, several ancillary products and a generous PTO and sick time bank. This is an amazing piece of your total compensation package.

Crest Insurance is an equal opportunity employer.