Commercial Lines Account Manager

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 Commercial Insurance team.

This is a full-time, hybrid-friendly position for an agency with less than 100 employees.

Full Time - M-F 8:00am- 5:00pm

• Hourly $38.46 per hr + 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

Maintain and retain client relationships in accordance with agency standards. Process designated Commercial Lines responsibilities in accordance with agency standards using Applied Systems EPIC

• Property & Casualty Arizona resident insurance license required
• Minimum of 5 years Property & Casualty Commercial insurance experience required
• Experience working in Applied Systems EPIC is preferred
• 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, CSR
  24, Zywave, Docu Sign, and Reference Connect as needed
• Assist in training and coaching other staff when needed/requested
• Perform other essential duties as assigned