Commercial Lines Account Manager (Small Business)
The Arizona Group Insurance BrokersMesa, Arizona, United States30+ days ago
Job type
- Full-time
Job descriptionExperience in Applied Systems EPIC required Property & Casualty Arizona resident insurance license required Minimum of 3 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) Handle day-to-day service requirements of assigned clients within designated authority Initiate and conduct renewal meetings with assigned Producers 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
Description
The Arizona Group is an Arizona-based Independent Insurance Agency and is seeking a career-minded and experienced Commercial Lines Account Manager who resides in the Phoenix Metro Area and can perform exceptional Account Management for our Small Business Team.
This is a full-time, hybrid-friendly position for an Agency with less than 100 employees. .
Benefits and Compensation : Commercial Lines Account Manager
Full Time - M-F 8 : 00am- 5 : 00pm
- Hourly structure, 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 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 Account Manager
Responsibilities : Commercial Lines Account Manager
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Commercial Lines Account Manager • Mesa, Arizona, United States
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