Commercial Insurance Account Manager

Crest Insurance is seeing a skilled Commercial Lines Account Manager to join our Sedona office. This role offers the opportunity to build on a rewarding career in a collaborative, client-focused environment while servicing a diverse portfolio of commercial accounts.

• Partner with Producers to service and retain commercial accounts
• Build trusted relationships with clients through proactive communicate and exceptional service
• Review and recommend appropriate coverages; identify opportunities to expand account protection
• Process new business, renewals, endorsements, audits, and cancellations with accuracy and timeliness
• Support Producers with proposals, summaries of insurance, and marketing/quotation process
• Educate clients on coverages, exclusions, and policy requirements
• Coordinate with carriers and wholesalers to secure optimal coverage terms
• Maintain accurate documentation in agency management system
• Handle invoicing and accounting procedures promptly and accurately

• Active Property & Casualty Insurance license
• 3-5+ years of commercial lines experience in an independent agency setting
• Proficiency in Microsoft Office Suite
• Excellent organizational skills with ability to manage multiple priorities
• Strong written and verbal communication skills
• Commitment to an in-office collaboration with some remote flexibility

• Experience with Applied EPIC and CSR
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• Experience servicing $50K+ premium accounts

• Medical
• Dental
• Vision
• Telehealth
• 401K match
• Several ancillary products
• Generous PTO and sick time bank

Crest Insurance is an equal opportunity employer.