Insurance Portfolio Manager

4 days ago

Phoenix, Arizona, United States The Jonus Group Full time

Job Title: Commercial Insurance Account Manager

About the Role:

The Jonus Group is seeking a highly skilled Commercial Insurance Account Manager to join their team. As a key member of the agency, you will be responsible for managing a diverse portfolio of commercial clients, building strong relationships, and providing solutions to meet clients' needs.

Key Responsibilities:

  • Service a book of business from A-Z, ensuring client satisfaction and retention.
  • Handle incoming service requests from clients and promptly address their inquiries or concerns.
  • Manage the quoting process for new and renewal business.
  • Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
  • Review and analyze quotations received from carriers to identify the most suitable options for clients' insurance needs.
  • Create professional and accurate insurance proposals for presentation to clients.
  • Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
  • Review endorsements to verify accuracy and compliance with clients' insurance requirements.
  • Coordinate and order loss runs as needed for client accounts.
  • Assist clients during premium audits and handle disputes if necessary.
  • Prepare and issue certificates of insurance as required by clients.
  • Perform thorough contract reviews to identify insurance requirements and ensure compliance.
  • Prepare timely and well-structured binders and invoices upon binding of coverage, including securing premium financing when needed.
  • Verify the accuracy of newly issued policies before delivering them to clients.
  • Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
  • Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
  • Prioritize and manage your workload efficiently.
  • Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
  • Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.

Requirements:

  • Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
  • Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
  • Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
  • Holds an active Property and Casualty (P&C) Insurance License.
  • Highly Preferred Agency Management System Experience: AMS360
  • 2-3+ years of relevant insurance industry experience preferred.
  • Previous commercial lines account management experience.
  • Holds at least one professional designation or has comparable job experience.
  • Above average computer skills with the capacity to master essential software programs.

Compensation Package:

  • Excellent opportunities for professional growth and advancement.
  • Competitive compensation: Between $70k-$80k (based on experience) + quarterly bonus opportunity for retention & yearly bonus opportunity on new business.
  • Paid time off and company holidays.
  • Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

  • Insurance Portfolio Manager

    1 month ago

    Phoenix, Arizona, United States The Jonus Group Full time

    Job Title: Commercial Insurance Account ManagerAbout The Role:We are seeking a highly skilled Commercial Insurance Account Manager to join our team at The Jonus Group. As a key member of our team, you will be responsible for managing a diverse portfolio of commercial clients, building strong relationships, and providing solutions to meet their insurance...

  • Portfolio Manager

    3 days ago

    Phoenix, Arizona, United States American Express Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our Digital Workplace team at American Express. As a key member of our organization, you will be responsible for creating and executing the Digital Workplace's Strategic Workforce Plan (SWP) portfolio.This is a critical role that requires a strong understanding of workforce planning,...

  • Portfolio Manager

    5 days ago

    Phoenix, Arizona, United States Western Alliance Bank Full time

    Job Title: Portfolio ManagerWestern Alliance Bank is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for analyzing, structuring, and coordinating the closing of major and complex commercial and industrial (C&I) loans.Key Responsibilities:Analyze and structure complex C&I loans to ensure compliance with...

  • Strategic Portfolio Manager

    4 days ago

    Phoenix, Arizona, United States Commercial Fire Protection, Inc. Full time

    Job SummaryWe are seeking a highly skilled Strategic Portfolio Manager to join our team at Commercial Fire Protection, Inc. This is a key leadership role that requires a strong understanding of financial markets and a proven track record of success in portfolio management.Key ResponsibilitiesPortfolio Oversight: Oversee and manage the company's regional...

  • Automotive Portfolio Manager

    15 hours ago

    Phoenix, Arizona, United States Floorplan Xpress Full time

    Job OverviewFloorplan Xpress is a leading provider of floor planning services for independent automotive dealers across the United States. We are seeking a highly skilled Automotive Portfolio Manager to join our team in Phoenix, AZ, to focus on growing our dealer network and optimizing our credit lines.The ideal candidate will have a strong understanding of...

  • HOA Portfolio Manager

    2 weeks ago

    Phoenix, Arizona, United States Servbank Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our team at Servbank. As an HOA Portfolio Manager, you will play a pivotal role in overseeing the lifecycle of loans extended to homeowner's associations (HOAs), from initial underwriting through ongoing portfolio management, servicing and compliance.The ideal candidate will have a...

  • Portfolio Optimization Manager

    4 weeks ago

    Phoenix, Arizona, United States American Express Full time

    About the RoleWe are seeking a highly skilled Portfolio Optimization Manager to join our Technology Portfolio Management team. As a key member of our team, you will play a critical role in driving the enterprise optimization of our processes, toolset, and various portfolio models.Key ResponsibilitiesSupport the enterprise-wide governance of portfolio...

  • Portfolio Director

    4 days ago

    Phoenix, Arizona, United States Commercial Fire Protection, Inc. Full time

    Job Title: Portfolio ManagerCommercial Fire Protection, Inc. is seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for overseeing and running the company's regional accounts and operations.Key Responsibilities:Manage and maintain high-level client relationships to ensure exceptional customer service and...

  • Portfolio Management Analyst

    3 weeks ago

    Phoenix, Arizona, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Portfolio Management Analyst to join our Global Fund Banking team. As a key member of our team, you will be responsible for critical risk management functions for our lending portfolio.Key ResponsibilitiesTimely tracking and validation of expected statements from borrowersUpdating information on our collateral in a...

  • Portfolio Management Analyst

    4 weeks ago

    Phoenix, Arizona, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Portfolio Management Analyst to join our Global Fund Banking team. As a key member of our team, you will be responsible for critical risk management functions for our lending portfolio.Key ResponsibilitiesTimely tracking and validation of expected statements from borrowersUpdating information on our collateral in a...

  • Director of Investment Portfolio Management

    4 days ago

    Phoenix, Arizona, United States Maricopa County Full time

    About the PositionThe Director of Portfolio Management and Investment Operations is a senior-level position responsible for developing and implementing a comprehensive investment strategy for the Treasurer's portfolio, which consists of $8 to $11 billion in assets from taxing districts within Maricopa County.The primary investment objectives are the safety...

  • Portfolio Director

    4 days ago

    Phoenix, Arizona, United States Commercial Fire Protection, Inc. Full time

    Job Title: Portfolio ManagerCommercial Fire Protection, Inc. is seeking a highly skilled Portfolio Manager to join our team. As a key member of our organization, you will be responsible for overseeing and running our regional accounts and operations.Key Responsibilities:Manage and analyze investment portfolios to maximize returns and minimize risk.Develop...

  • Commercial Portfolio Manager III or Sr. CPM

    5 days ago

    Phoenix, Arizona, United States Bankers Trust Full time

    Job SummaryThe Commercial Portfolio Manager III or Sr. CPM will assist the Commercial Relationship Managers by completing underwriting and due diligence to help analyze new opportunities in accordance with established lending objectives, policies and procedures. The CPM III will also maintain and service existing customers as well as ensure credit quality...

  • Insurance Account Manager

    3 weeks ago

    Phoenix, Arizona, United States Brown & Brown Insurance Full time

    Brown & Brown Insurance is seeking a skilled Insurance Account Manager to support our team in Phoenix, Arizona.Key Responsibilities:Collaborate with Account Executives/Account Managers to process policy renewals, endorsements, and certificates of insurance.Ensure compliance with government regulations and corporate policies.Develop and maintain relationships...

  • Portfolio Director

    4 days ago

    Phoenix, Arizona, United States Commercial Fire Protection, Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Portfolio Manager to join our team at Commercial Fire Protection, Inc. The successful candidate will be responsible for overseeing and running the company's regional accounts and operations, providing strategic leadership and direction to ensure high levels of client care and retention.Key...

  • Insurance Account Manager

    5 days ago

    Phoenix, Arizona, United States Brown & Brown Insurance Full time

    Personal Lines Account Manager Opportunity at Brown & Brown InsuranceAbout the Role:We are seeking a skilled and experienced Personal Lines Account Manager to join our team in Phoenix, Arizona. As a key member of our team, you will be responsible for making coverage recommendations to customers, cross-selling and upselling when necessary, and preparing and...

  • Insurance Account Manager

    2 weeks ago

    Phoenix, Arizona, United States Brown & Brown Insurance Full time

    Personal Lines Account Manager Opportunity at Brown & Brown InsuranceAbout the Role:We are seeking a skilled Personal Lines Account Manager to join our team in Phoenix, Arizona. As a key member of our team, you will be responsible for making coverage recommendations to customers, cross-selling and upselling when necessary, and preparing and leading renewal...

  • Insurance Account Manager

    2 weeks ago

    Phoenix, Arizona, United States Brown & Brown Insurance Full time

    Personal Lines Account ManagerBrown & Brown Insurance is seeking a skilled Personal Lines Account Manager to join our team in Phoenix, Arizona.Key Responsibilities:Provide personalized coverage recommendations to customers and identify opportunities for cross-selling and upselling.Lead renewal meetings with customers to ensure their insurance needs are...

  • Sales Executive

    4 days ago

    Phoenix, Arizona, United States Brown & Brown Insurance Full time

    Unlock Your Potential as a Sales Executive at Brown & Brown InsuranceBuilt on a meritocratic culture, our company rewards self-starters and those committed to delivering exceptional customer experiences. We're seeking a Sales Executive to join our Commercial Lines Department in Phoenix, Arizona.What You'll DoIdentify and pursue new business opportunities...

  • Credit and Collection Portfolio Manager

    1 day ago

    Phoenix, Arizona, United States PrePass, LLC Full time

    Job Title: Credit and Collection Portfolio SpecialistAbout the Role:We are seeking a highly motivated and detail-oriented individual to join our dynamic Finance team as a Credit and Collection Portfolio Specialist. In this critical role, you will be responsible for safeguarding our company's financial health by managing accounts receivable, resolving...