Insurance - Commercial Lines Account Manager

1 month ago

Mesa, United States The Arizona Group Insurance Brokers Full time

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


This is a full-time, on-site position for an Agency with less than 100 employees.



Benefits and Compensation: Commercial Lines Insurance Account Manager

  • Full Time - M-F 8:00am- 5:00pm
  • Hourly $33.65 - $48.08 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 Insurance 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.



Skills/Requirements: Commercial Lines Insurance Account Manager

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

  • Handle day-to-day service requirements of assigned clients within designated authority
  • Initiate and conduct renewal meetings with assigned Producer(s)
  • 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 needed
  • Review 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

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