Commercial Lines Account Manager

ALKEME Insurance; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

The Commercial Lines Account Manager at Alkeme Intermediary Holdings, LLC in Phoenix, AZ provides essential service support to Sales Executives and clients. You will manage applications, issue documents, and coordinate carrier quotations while ensuring accuracy and timely responses.

This role emphasizes strong insurance product knowledge, effective communication, and meticulous handling of policies, audits, and billing. An in-office, at-will position with customer-focused expectations.

Qualifications

• College degree with insurance experience or 5+ years in insurance.
• Valid Property & Casualty Broker-Agent license required.
• Knowledge of insurance products, coverages, and markets.

Responsibilities

• Support Sales/Account Executives and assist clients with service needs and account changes.
• Prepare applications, submit to carriers, and follow up for quotes.
• Order and issue binders, certificates, policies, and endorsements.
• Determine billing method and invoice accordingly.
• Provide summaries of insurance, schedules and proposals.
• Maintain Applied EPIC system information and assist with audits.

Skills

Insurance knowledge

Communication skills

Analytical ability

Education

College degree or equivalent

Property & Casualty license

Tools

Applied EPIC system

Job description

Job Description: Commercial Account Manager

Job Title: Commercial Account Manager

Location: Phoenix, AZ

Reports to: Agency Leader

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:

1. 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.

2. 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

• 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.