Commercial Lines Account Manager

Arizona Federal Insurance Solutions, LLC; Mesa (AZ); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Quarterly Bonus

Employer paid Medical and Dental

401(k) Employer contribution

Annual Employee Profit Sharing Bonus

Pet Care Insurance

Optional benefits - Vision, Disability

Job summary

Arizona Federal Insurance Solutions, LLC is looking for an experienced Commercial Lines Account Manager based in the Phoenix Metro Area. This full-time, hybrid-friendly role entails managing and retaining client relationships, conducting renewal meetings, and handling commercial insurance responsibilities. Candidates must have at least 5 years of commercial insurance experience and a Property & Casualty insurance license. Attractive benefits include competitive hourly pay and employer-paid medical and dental coverage.

Qualifications

• Must hold Property & Casualty Arizona resident insurance license.
• Minimum of 5 years of experience in Property & Casualty Commercial insurance.
• Familiar with Applied Systems EPIC is preferred.

Responsibilities

• Maintain and retain client relationships consistent with agency standards.
• Conduct renewal meetings and prepare renewal submissions.
• Manage endorsement issues and invoicing for agency bill policies.

Skills

Property & Casualty insurance license

5 years of commercial insurance experience

Experience in Applied Systems EPIC

Understanding of Insurance coverage lines

Professionalism in communication

CISR or CIC designation

Job description

Description

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

This is a full-time, hybrid-friendly position for an agency with less than 100 employees. https://www.arizonagroup.com.

Benefits and Compensation: Commercial Lines Account Manager

Full Time - M-F 8:00am- 5:00pm

• Hourly $38.46 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 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

Requirements

Skills/Requirements: Commercial Lines Account Manager

• Property & Casualty Arizona resident insurance license required
• Minimum of 5 years Property & Casualty Commercial insurance experience required
• Experience working in Applied Systems EPIC is preferred
• 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 Account Manager

• Handle day-to-day service requirements of assigned clients within designated authority
• Initiate and conduct renewal meetings with assigned Producers
• 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 neededReview 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