Commercial Lines Insurance Account Manager

4 days ago


Arizona City, Arizona, United States The Arizona Group Insurance Brokers Full time
Job Title: Commercial Lines Insurance Account Manager

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:
  • Maintain and retain client relationships in accordance with agency standards.
  • Process designated commercial lines responsibilities in accordance with agency standards using Applied Systems EPIC.
  • Review and negotiate renewal quote terms, prepare renewal submissions, and review loss runs.
  • Handle day-to-day service requirements of assigned clients within designated authority.
  • Initiate and conduct renewal meetings with assigned producers.
  • Prepare proposals, order and check binders, and process in EPIC as needed.
  • Review audits, handle problem audits with clients and/or carriers, and perform online rating for renewals and endorsements.
  • 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, and 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, and review certificates of insurance/evidences as needed.
  • Review customer statements, accompany producer to client meetings as required, and support account executive/producer, including assisting with new business as needed.
  • Assist producer in creating customer narratives/profiles on larger accounts, assist in developing a service time line for top 20% of accounts, and 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.
Requirements:
  • 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).
Benefits and Compensation:
  • Full-time, on-site position.
  • Hourly $48.08 per hour + 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.


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