Commercial Lines Account Manager

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

Job summary

Alkeme Intermediary Holdings, LLC seeks a Commercial Lines Account Manager in Phoenix, AZ to support Sales Executives and service clients with account changes, questionnaires, and quotations. You will prepare binders, certificates, endorsements, and proposals, review policy audits, and maintain accurate client data in Applied EPIC, ensuring timely communication with carriers.

A college degree with insurance experience and an active Property & Casualty license are required; this is an in-office,

Qualifications

• This position requires a college degree with insurance experience or at least 5 years in insurance.
• Valid Property & Casualty Broker-Agent license is required.
• Strong knowledge of insurance products, coverages, and markets.

Responsibilities

• Provide technical support to sales teams and analyze client needs.
• Prepare applications, quotations, binders, certificates, and endorsements.
• Review policy audits and coordinate corrections with clients and carriers.
• Maintain accurate client data in Applied EPIC, and respond promptly to requests.
• Assist clients with first claims submissions and follow-ups per procedures.
• Communicate professionally with clients, coworkers, and carriers.

Skills

Insurance knowledge

Client service

Communication skills

Attention to detail

Education

College degree or equivalent experience

Property & Casualty license

Job description

Job Description: Commercial Account Manager

Job Title: Commercial Account Manager

Location: Phoenix, AZ

Reports to: Agency Leader

Department: Commercial Lines

FLSA Status: Salary, 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.