Commercial Lines Insurance Account Manager
2 days ago
The Arizona Group Insurance Brokers is seeking a highly skilled and experienced Commercial Lines Insurance Account Manager to join our team. As a key member of our Commercial Lines Team, you will be responsible for maintaining and retaining client relationships, processing designated Commercial Lines responsibilities, and utilizing Applied Systems EPIC to ensure seamless service delivery.
Key Responsibilities:- Client Relationship Management: Maintain and retain client relationships in accordance with Agency Standards.
- Commercial Lines Responsibilities: Process designated Commercial Lines responsibilities in accordance with Agency standards using Applied Systems EPIC.
- Renewal Management: Initiate and conduct renewal meetings with assigned Producers, review and negotiate renewal quote terms, prepare renewal submissions, and review Loss Runs.
- Proposal Development: Prepare proposals and review endorsements prior to transmittal to clients.
- Policy Management: Order and check binders, process in EPIC as needed, review audits, handle problem audits with clients and/or carriers, and perform online rating for renewals and endorsements to existing policies.
- Communication and Collaboration: Accompany Producers to client meetings, assist with New Business as needed, and support Account Executive/Producer in creating Customer Narratives/Profiles on larger accounts.
- Technical Skills: Become familiar and utilize technical tools such as Indio, CSR24, Zywave, DocuSign, and Reference Connect as needed.
- Training and Development: Assist in training and coaching other staff when needed/requested.
Requirements:
- Experience: Minimum of 5 years Property & Casualty Commercial insurance experience required.
- Licenses and Certifications: Property & Casualty Arizona resident insurance license required, CISR or CIC designation (desired).
- Skills: Experience in Applied Systems EPIC required, familiarity with and understanding of Property & Casualty Insurance coverage lines including Property, Liability, Auto, Workers Compensation, and Excess/Umbrella.
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